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KMG FIDUCIARY PARTNERS, LLC: IWS position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 16,934 IWS 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 16,934 shares
    Change vs previous 13F -978 shares

    0.27% of the 13F portfolio, value $2,721,984.

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

  2. period ended2026-06-30
    13F 17,912 shares
    Change vs previous 13F -32,586 shares

    0.27% of the 13F portfolio, value $2,948,255.

    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 50,498 shares
    Change vs previous 13F -141 shares

    0.54% of the 13F portfolio, value $7,359,536.

    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 50,639 shares
    Change vs previous 13F +7 shares

    0.51% of the 13F portfolio, value $7,142,609.

    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 50,632 shares
    Change vs previous 13F +296 shares

    0.47% of the 13F portfolio, value $7,071,821.

    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 50,336 shares
    Change vs previous 13F +2,462 shares

    0.49% of the 13F portfolio, value $6,651,453.

    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 47,874 shares
    Change vs previous 13F +4,126 shares

    0.5% of the 13F portfolio, value $6,030,710.

    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 43,748 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,658,348.

    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).