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KMG FIDUCIARY PARTNERS, LLC: COIN position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 1,562 COIN 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 1,562 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $291,173.

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

  2. period ended2026-06-30
    13F 1,615 shares
    Change vs previous 13F -5,405 shares

    0.02% of the 13F portfolio, value $236,097.

    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 7,020 shares
    Change vs previous 13F +199 shares

    0.09% of the 13F portfolio, value $1,225,762.

    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 6,821 shares
    Change vs previous 13F -4,529 shares

    0.11% of the 13F portfolio, value $1,542,501.

    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 11,350 shares
    Change vs previous 13F -282 shares

    0.26% of the 13F portfolio, value $3,830,512.

    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 11,632 shares
    Change vs previous 13F +1,163 shares

    0.3% of the 13F portfolio, value $4,076,900.

    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 10,469 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,803,076.

    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).