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KMG FIDUCIARY PARTNERS, LLC: BLK position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 8,879 BLK 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 8,879 shares
    Change vs previous 13F -286 shares

    0.92% of the 13F portfolio, value $9,396,283.

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

  2. period ended2026-06-30
    13F 9,165 shares
    Change vs previous 13F +183 shares

    0.82% of the 13F portfolio, value $8,812,446.

    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 8,982 shares
    Change vs previous 13F +226 shares

    0.64% of the 13F portfolio, value $8,637,693.

    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 8,756 shares
    Change vs previous 13F +140 shares

    0.67% of the 13F portfolio, value $9,372,430.

    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 8,616 shares
    Change vs previous 13F +243 shares

    0.67% of the 13F portfolio, value $10,044,893.

    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 8,373 shares
    Change vs previous 13F +159 shares

    0.65% of the 13F portfolio, value $8,785,865.

    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 8,214 shares
    Change vs previous 13F -266 shares

    0.65% of the 13F portfolio, value $7,774,788.

    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).

  8. period ended2024-12-31
    13F 8,480 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $8,693,333.

    13F-HR 0001754960-25-000030 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).