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KMG FIDUCIARY PARTNERS, LLC: META position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 32,792 META shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,792 shares
    Change vs previous 13F -11,480 shares

    1.72% of the 13F portfolio, value $18,471,396.

    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).

  2. period ended2026-03-31
    13F 44,272 shares
    Change vs previous 13F +885 shares

    1.87% of the 13F portfolio, value $25,329,319.

    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).

  3. period ended2025-12-31
    13F 43,387 shares
    Change vs previous 13F -1,012 shares

    2.04% of the 13F portfolio, value $28,639,369.

    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).

  4. period ended2025-09-30
    13F 44,399 shares
    Change vs previous 13F +721 shares

    2.19% of the 13F portfolio, value $32,605,495.

    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).

  5. period ended2025-06-30
    13F 43,678 shares
    Change vs previous 13F +2,029 shares

    2.39% of the 13F portfolio, value $32,238,344.

    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).

  6. period ended2025-03-31
    13F 41,649 shares
    Change vs previous 13F -2,201 shares

    1.99% of the 13F portfolio, value $24,004,952.

    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).

  7. period ended2024-12-31
    13F 43,850 shares
    Change vs previous 13F -1,720 shares

    2.13% of the 13F portfolio, value $25,674,585.

    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).

  8. period ended2024-09-30
    13F 45,570 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $26,085,867.

    13F-HR 0001754960-24-000508 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).