Skip to content
Disclosery

KMG FIDUCIARY PARTNERS, LLC: IWF position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 36,462 IWF 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 36,462 shares
    Change vs previous 13F -181 shares

    0.45% of the 13F portfolio, value $4,567,230.

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

  2. period ended2026-06-30
    13F 36,643 shares
    Change vs previous 13F +27,095 shares

    0.42% of the 13F portfolio, value $4,549,961.

    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 9,548 shares
    Change vs previous 13F -88 shares

    0.3% of the 13F portfolio, value $4,071,184.

    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 9,636 shares
    Change vs previous 13F -13 shares

    0.32% of the 13F portfolio, value $4,560,626.

    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 9,649 shares
    Change vs previous 13F -46 shares

    0.3% of the 13F portfolio, value $4,519,596.

    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 9,695 shares
    Change vs previous 13F -24 shares

    0.3% of the 13F portfolio, value $4,116,202.

    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 9,719 shares
    Change vs previous 13F -234 shares

    0.29% of the 13F portfolio, value $3,509,333.

    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 9,953 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,996,794.

    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).