KMG FIDUCIARY PARTNERS, LLC: AAPL position timeline

KMG FIDUCIARY PARTNERS, LLC held 226,143 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 226,143 shares

   Change vs previous 13F -14,258 shares

   7.36% of the 13F portfolio, value $75,310,127.

   13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
   Accepted 2026-10-13 23:22:38 UTC, ingested 2026-10-15 02:15:52 UTC

2. period ended2026-06-30

   13F 240,401 shares

   Change vs previous 13F -45,234 shares

   6.46% of the 13F portfolio, value $69,562,424.

   13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 285,635 shares

   Change vs previous 13F +572 shares

   5.36% of the 13F portfolio, value $72,491,247.

   13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 285,063 shares

   Change vs previous 13F -4,825 shares

   5.51% of the 13F portfolio, value $77,497,204.

   13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 289,888 shares

   Change vs previous 13F +2,819 shares

   4.95% of the 13F portfolio, value $73,814,069.

   13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 287,069 shares

   Change vs previous 13F +7,437 shares

   4.36% of the 13F portfolio, value $58,897,901.

   13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 279,632 shares

   Change vs previous 13F +2,850 shares

   5.16% of the 13F portfolio, value $62,114,742.

   13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 276,782 shares

   Change vs previous 13F not available

   5.74% of the 13F portfolio, value $69,311,810.

   13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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