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
- period ended2026-09-3013F 331,211 sharesChange 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 - period ended2026-06-3013F 366,185 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 356,185 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 346,946 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 317,886 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 298,686 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 292,955 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 292,399 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).