Skip to content
Disclosery

Key Client Fiduciary Advisors, LLC: XMVM position timeline

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

Key Client Fiduciary Advisors, LLC held 8,620 XMVM 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 8,620 shares
    Change vs previous 13F +1,860 shares

    0.18% of the 13F portfolio, value $611,309.

    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 6,760 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $440,204.

    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).