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Disclosery

KMG FIDUCIARY PARTNERS, LLC: IWD position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 0 IWD 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 0 shares
    Change vs previous 13F -5,818 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 5,818 shares
    Change vs previous 13F +39 shares

    0.09% of the 13F portfolio, value $1,243,092.

    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 5,779 shares
    Change vs previous 13F -369 shares

    0.09% of the 13F portfolio, value $1,215,504.

    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 6,148 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $1,251,690.

    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 6,140 shares
    Change vs previous 13F +26 shares

    0.09% of the 13F portfolio, value $1,192,496.

    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 6,114 shares
    Change vs previous 13F -30 shares

    0.1% of the 13F portfolio, value $1,150,350.

    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 6,144 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,137,493.

    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).