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KMG FIDUCIARY PARTNERS, LLC: GS position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 21,041 GS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,041 shares
    Change vs previous 13F -6,709 shares

    1.98% of the 13F portfolio, value $21,279,733.

    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).

  2. period ended2026-03-31
    13F 27,750 shares
    Change vs previous 13F -2,320 shares

    1.74% of the 13F portfolio, value $23,476,328.

    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).

  3. period ended2025-12-31
    13F 30,070 shares
    Change vs previous 13F -515 shares

    1.88% of the 13F portfolio, value $26,431,471.

    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).

  4. period ended2025-09-30
    13F 30,585 shares
    Change vs previous 13F +201 shares

    1.63% of the 13F portfolio, value $24,356,107.

    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).

  5. period ended2025-06-30
    13F 30,384 shares
    Change vs previous 13F +4,881 shares

    1.59% of the 13F portfolio, value $21,504,578.

    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).

  6. period ended2025-03-31
    13F 25,503 shares
    Change vs previous 13F -3,135 shares

    1.16% of the 13F portfolio, value $13,932,078.

    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).

  7. period ended2024-12-31
    13F 28,638 shares
    Change vs previous 13F +23 shares

    1.36% of the 13F portfolio, value $16,398,609.

    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).

  8. period ended2024-09-30
    13F 28,615 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $14,167,649.

    13F-HR 0001754960-24-000508 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).