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KMG FIDUCIARY PARTNERS, LLC: DIS position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 7,791 DIS 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 7,791 shares
    Change vs previous 13F -109 shares

    0.08% of the 13F portfolio, value $817,324.

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

  2. period ended2026-06-30
    13F 7,900 shares
    Change vs previous 13F -25,761 shares

    0.07% of the 13F portfolio, value $760,358.

    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 33,661 shares
    Change vs previous 13F -689 shares

    0.24% of the 13F portfolio, value $3,244,205.

    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 34,350 shares
    Change vs previous 13F +2,411 shares

    0.28% of the 13F portfolio, value $3,907,962.

    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 31,939 shares
    Change vs previous 13F +236 shares

    0.25% of the 13F portfolio, value $3,657,051.

    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 31,703 shares
    Change vs previous 13F -27,404 shares

    0.29% of the 13F portfolio, value $3,931,473.

    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 59,107 shares
    Change vs previous 13F +2,229 shares

    0.48% of the 13F portfolio, value $5,833,816.

    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 56,878 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $6,333,377.

    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).