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KMG FIDUCIARY PARTNERS, LLC: GTO position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 340,047 GTO 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 340,047 shares
    Change vs previous 13F -8,709 shares

    1.48% of the 13F portfolio, value $15,162,690.

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

  2. period ended2026-06-30
    13F 348,756 shares
    Change vs previous 13F -30,098 shares

    1.52% of the 13F portfolio, value $16,346,183.

    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 378,854 shares
    Change vs previous 13F +6,817 shares

    1.31% of the 13F portfolio, value $17,741,710.

    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 372,037 shares
    Change vs previous 13F +40,903 shares

    1.25% of the 13F portfolio, value $17,642,002.

    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 331,134 shares
    Change vs previous 13F +20,213 shares

    1.06% of the 13F portfolio, value $15,732,185.

    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 310,921 shares
    Change vs previous 13F +9,749 shares

    1.08% of the 13F portfolio, value $14,579,076.

    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 301,172 shares
    Change vs previous 13F +30,286 shares

    1.17% of the 13F portfolio, value $14,134,004.

    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 270,886 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $12,569,107.

    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).