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Key Client Fiduciary Advisors, LLC: XYZ position timeline

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

Key Client Fiduciary Advisors, LLC held 4,184 XYZ 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 4,184 shares
    Change vs previous 13F -1,207 shares

    0.09% of the 13F portfolio, value $317,984.

    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 5,391 shares
    Change vs previous 13F -307 shares

    0.11% of the 13F portfolio, value $324,367.

    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 5,698 shares
    Change vs previous 13F -2,157 shares

    0.13% of the 13F portfolio, value $370,883.

    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 7,855 shares
    Change vs previous 13F -200 shares

    0.19% of the 13F portfolio, value $567,681.

    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 8,055 shares
    Change vs previous 13F -289 shares

    0.22% of the 13F portfolio, value $547,176.

    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).

  6. period ended2025-03-31
    13F 8,344 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $453,330.

    13F-HR 0001667731-25-000398 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).

  7. period ended2024-12-31
    13F 8,340 shares
    Change vs previous 13F +115 shares

    0.32% of the 13F portfolio, value $708,817.

    13F-HR 0001667731-25-000057 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).

  8. period ended2024-09-30
    13F 8,225 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $552,144.

    13F-HR 0001912612-24-000004 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).