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KMG FIDUCIARY PARTNERS, LLC: JPIB position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 331,211 JPIB 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 331,211 shares
    Change vs previous 13F -34,974 shares

    1.51% of the 13F portfolio, value $15,467,542.

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

  2. period ended2026-06-30
    13F 366,185 shares
    Change vs previous 13F +10,000 shares

    1.65% of the 13F portfolio, value $17,705,054.

    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 356,185 shares
    Change vs previous 13F +9,239 shares

    1.26% of the 13F portfolio, value $17,032,770.

    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 346,946 shares
    Change vs previous 13F +29,060 shares

    1.2% of the 13F portfolio, value $16,896,280.

    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 317,886 shares
    Change vs previous 13F +19,200 shares

    1.05% of the 13F portfolio, value $15,585,953.

    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 298,686 shares
    Change vs previous 13F +5,731 shares

    1.08% of the 13F portfolio, value $14,522,116.

    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 292,955 shares
    Change vs previous 13F +556 shares

    1.17% of the 13F portfolio, value $14,029,613.

    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 292,399 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $13,818,775.

    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).