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KMG FIDUCIARY PARTNERS, LLC: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KMG FIDUCIARY PARTNERS, LLC on AIQ, newest first. How the timeline and the estimate are built.

KMG FIDUCIARY PARTNERS, LLC held 7,621 AIQ 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 7,621 shares
    Change vs previous 13F -267 shares

    0.05% of the 13F portfolio, value $496,585.

    13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,888 shares
    Change vs previous 13F -33,931 shares

    0.05% of the 13F portfolio, value $517,532.

    13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 41,819 shares
    Change vs previous 13F -1,379 shares

    0.14% of the 13F portfolio, value $1,951,708.

    13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 43,198 shares
    Change vs previous 13F -17,768 shares

    0.16% of the 13F portfolio, value $2,197,058.

    13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 60,966 shares
    Change vs previous 13F +1,874 shares

    0.2% of the 13F portfolio, value $3,011,118.

    13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 59,092 shares
    Change vs previous 13F +5,852 shares

    0.19% of the 13F portfolio, value $2,581,729.

    13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 53,240 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,936,871.

    13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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