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Disclosery

KMG FIDUCIARY PARTNERS, LLC: AOK position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 0 AOK 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 0 shares
    Change vs previous 13F -35,038 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 35,038 shares
    Change vs previous 13F +1,120 shares

    0.1% of the 13F portfolio, value $1,397,684.

    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).

  3. period ended2025-12-31
    13F 33,918 shares
    Change vs previous 13F +585 shares

    0.1% of the 13F portfolio, value $1,361,149.

    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).

  4. period ended2025-09-30
    13F 33,333 shares
    Change vs previous 13F +2,018 shares

    0.09% of the 13F portfolio, value $1,338,639.

    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).

  5. period ended2025-06-30
    13F 31,315 shares
    Change vs previous 13F +2,608 shares

    0.09% of the 13F portfolio, value $1,223,477.

    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).

  6. period ended2025-03-31
    13F 28,707 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,080,260.

    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).