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KMG FIDUCIARY PARTNERS, LLC: IWP position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 24,031 IWP 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 24,031 shares
    Change vs previous 13F -1,224 shares

    0.32% of the 13F portfolio, value $3,308,579.

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

  2. period ended2026-06-30
    13F 25,255 shares
    Change vs previous 13F -39,864 shares

    0.34% of the 13F portfolio, value $3,697,554.

    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 65,119 shares
    Change vs previous 13F +1,469 shares

    0.62% of the 13F portfolio, value $8,343,069.

    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 63,650 shares
    Change vs previous 13F +19 shares

    0.62% of the 13F portfolio, value $8,716,244.

    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 63,631 shares
    Change vs previous 13F +31 shares

    0.61% of the 13F portfolio, value $9,061,652.

    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 63,600 shares
    Change vs previous 13F +2,263 shares

    0.65% of the 13F portfolio, value $8,820,084.

    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 61,337 shares
    Change vs previous 13F +3,714 shares

    0.6% of the 13F portfolio, value $7,206,484.

    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 57,623 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $7,303,688.

    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).