Skip to content
Disclosery

Key Client Fiduciary Advisors, LLC: TRFM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Key Client Fiduciary Advisors, LLC on TRFM, newest first. How the timeline and the estimate are built.

Key Client Fiduciary Advisors, LLC held 46,846 TRFM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,846 shares
    Change vs previous 13F +110 shares

    0.86% of the 13F portfolio, value $2,959,264.

    13F-HR 0002085853-26-000672 filed by Key Client Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 46,736 shares
    Change vs previous 13F +9,537 shares

    0.75% of the 13F portfolio, value $2,171,068.

    13F-HR 0002085853-26-000300 filed by Key Client Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,199 shares
    Change vs previous 13F +16,263 shares

    0.61% of the 13F portfolio, value $1,772,532.

    13F-HR 0002085853-26-000118 filed by Key Client Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,936 shares
    Change vs previous 13F +6,806 shares

    0.34% of the 13F portfolio, value $1,013,977.

    13F-HR 0002085853-25-000085 filed by Key Client Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,130 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $610,275.

    13F-HR 0001667731-25-000758 filed by Key Client Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).