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KMG FIDUCIARY PARTNERS, LLC: IJR position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 113,547 IJR 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 113,547 shares
    Change vs previous 13F -4,016 shares

    1.51% of the 13F portfolio, value $15,446,967.

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

  2. period ended2026-06-30
    13F 117,563 shares
    Change vs previous 13F -10,115 shares

    1.62% of the 13F portfolio, value $17,435,757.

    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 127,678 shares
    Change vs previous 13F +48,632 shares

    1.17% of the 13F portfolio, value $15,871,695.

    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 79,046 shares
    Change vs previous 13F +8,810 shares

    0.68% of the 13F portfolio, value $9,499,764.

    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 70,236 shares
    Change vs previous 13F +2,269 shares

    0.56% of the 13F portfolio, value $8,346,089.

    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 67,967 shares
    Change vs previous 13F +3,673 shares

    0.55% of the 13F portfolio, value $7,428,129.

    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 64,294 shares
    Change vs previous 13F +1,484 shares

    0.56% of the 13F portfolio, value $6,723,246.

    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 62,810 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $7,236,926.

    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).