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KMG FIDUCIARY PARTNERS, LLC: DOW position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 47,560 DOW 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 47,560 shares
    Change vs previous 13F +8,767 shares

    0.13% of the 13F portfolio, value $1,309,801.

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

  2. period ended2026-06-30
    13F 38,793 shares
    Change vs previous 13F -45,791 shares

    0.1% of the 13F portfolio, value $1,061,380.

    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 84,584 shares
    Change vs previous 13F +3,692 shares

    0.26% of the 13F portfolio, value $3,522,907.

    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 80,892 shares
    Change vs previous 13F +8,332 shares

    0.13% of the 13F portfolio, value $1,891,245.

    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 72,560 shares
    Change vs previous 13F +4,395 shares

    0.11% of the 13F portfolio, value $1,663,802.

    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 68,165 shares
    Change vs previous 13F +61,070 shares

    0.13% of the 13F portfolio, value $1,805,017.

    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 7,095 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $247,744.

    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).