KMG FIDUCIARY PARTNERS, LLC: IVV position timeline

KMG FIDUCIARY PARTNERS, LLC held 49,062 IVV 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 49,062 shares

   Change vs previous 13F -1,478 shares

   3.67% of the 13F portfolio, value $37,573,765.

   13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
   Accepted 2026-10-13 23:22:38 UTC, ingested 2026-10-15 02:15:52 UTC

2. period ended2026-06-30

   13F 50,540 shares

   Change vs previous 13F -9,515 shares

   3.52% of the 13F portfolio, value $37,849,078.

   13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 60,055 shares

   Change vs previous 13F -6,546 shares

   2.9% of the 13F portfolio, value $39,228,615.

   13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 66,601 shares

   Change vs previous 13F -36,844 shares

   3.24% of the 13F portfolio, value $45,617,827.

   13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 103,445 shares

   Change vs previous 13F +5,086 shares

   4.65% of the 13F portfolio, value $69,235,759.

   13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 98,359 shares

   Change vs previous 13F +105 shares

   4.53% of the 13F portfolio, value $61,071,335.

   13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 98,254 shares

   Change vs previous 13F -6,100 shares

   4.59% of the 13F portfolio, value $55,208,236.

   13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 104,354 shares

   Change vs previous 13F not available

   5.09% of the 13F portfolio, value $61,431,381.

   13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).