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Disclosery

KMG FIDUCIARY PARTNERS, LLC: JEPQ position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 33,529 JEPQ 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 33,529 shares
    Change vs previous 13F +668 shares

    0.2% of the 13F portfolio, value $2,054,001.

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

  2. period ended2026-06-30
    13F 32,861 shares
    Change vs previous 13F -6,879 shares

    0.19% of the 13F portfolio, value $2,019,607.

    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 39,740 shares
    Change vs previous 13F +863 shares

    0.16% of the 13F portfolio, value $2,206,364.

    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 38,877 shares
    Change vs previous 13F +10,048 shares

    0.16% of the 13F portfolio, value $2,259,555.

    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 28,829 shares
    Change vs previous 13F +443 shares

    0.11% of the 13F portfolio, value $1,658,230.

    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 28,386 shares
    Change vs previous 13F +4,909 shares

    0.11% of the 13F portfolio, value $1,544,198.

    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 23,477 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,215,639.

    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).