Skip to content
Disclosery

KMG FIDUCIARY PARTNERS, LLC: CRM position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 19,375 CRM 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 19,375 shares
    Change vs previous 13F +1,136 shares

    0.43% of the 13F portfolio, value $4,447,826.

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

  2. period ended2026-06-30
    13F 18,239 shares
    Change vs previous 13F -12,231 shares

    0.27% of the 13F portfolio, value $2,857,295.

    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 30,470 shares
    Change vs previous 13F -19 shares

    0.42% of the 13F portfolio, value $5,687,805.

    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 30,489 shares
    Change vs previous 13F -14,933 shares

    0.57% of the 13F portfolio, value $8,076,889.

    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 45,422 shares
    Change vs previous 13F +2,192 shares

    0.72% of the 13F portfolio, value $10,764,955.

    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 43,230 shares
    Change vs previous 13F +2,741 shares

    0.87% of the 13F portfolio, value $11,788,253.

    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 40,489 shares
    Change vs previous 13F +15,841 shares

    0.9% of the 13F portfolio, value $10,865,581.

    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 24,648 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $8,240,457.

    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).