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KMG FIDUCIARY PARTNERS, LLC: IVE position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 1,343 IVE 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 1,343 shares
    Change vs previous 13F -34,490 shares

    0.03% of the 13F portfolio, value $304,903.

    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 35,833 shares
    Change vs previous 13F -22,967 shares

    0.56% of the 13F portfolio, value $7,566,068.

    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 58,800 shares
    Change vs previous 13F -11,407 shares

    0.89% of the 13F portfolio, value $12,469,628.

    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 70,207 shares
    Change vs previous 13F +139 shares

    0.97% of the 13F portfolio, value $14,498,480.

    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 70,068 shares
    Change vs previous 13F +494 shares

    1.01% of the 13F portfolio, value $13,692,770.

    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 69,574 shares
    Change vs previous 13F -575 shares

    1.1% of the 13F portfolio, value $13,259,364.

    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 70,149 shares
    Change vs previous 13F +119 shares

    1.11% of the 13F portfolio, value $13,390,057.

    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 70,030 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $13,807,893.

    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).