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KMG FIDUCIARY PARTNERS, LLC: MAR position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 28,835 MAR 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 28,835 shares
    Change vs previous 13F -823 shares

    1% of the 13F portfolio, value $10,255,682.

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

  2. period ended2026-06-30
    13F 29,658 shares
    Change vs previous 13F +555 shares

    1.02% of the 13F portfolio, value $10,991,050.

    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 29,103 shares
    Change vs previous 13F -1,434 shares

    0.7% of the 13F portfolio, value $9,518,728.

    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 30,537 shares
    Change vs previous 13F +316 shares

    0.67% of the 13F portfolio, value $9,473,916.

    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 30,221 shares
    Change vs previous 13F +1,457 shares

    0.53% of the 13F portfolio, value $7,870,642.

    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 28,764 shares
    Change vs previous 13F +12 shares

    0.58% of the 13F portfolio, value $7,858,739.

    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 28,752 shares
    Change vs previous 13F -8,384 shares

    0.57% of the 13F portfolio, value $6,848,821.

    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 37,136 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $10,358,772.

    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).