KMG FIDUCIARY PARTNERS, LLC: MSFT position timeline

KMG FIDUCIARY PARTNERS, LLC held 113,880 MSFT 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 113,880 shares

   Change vs previous 13F -3,222 shares

   5.71% of the 13F portfolio, value $58,408,891.

   13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
   Accepted 2026-10-13 23:22:38 UTC, ingested 2026-10-15 02:15:52 UTC

2. period ended2026-06-30

   13F 117,102 shares

   Change vs previous 13F -14,641 shares

   4.06% of the 13F portfolio, value $43,681,384.

   13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 131,743 shares

   Change vs previous 13F +4,186 shares

   3.61% of the 13F portfolio, value $48,767,246.

   13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 127,557 shares

   Change vs previous 13F -2,603 shares

   4.39% of the 13F portfolio, value $61,689,128.

   13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 130,160 shares

   Change vs previous 13F +1,670 shares

   4.52% of the 13F portfolio, value $67,416,291.

   13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 128,490 shares

   Change vs previous 13F +1,966 shares

   4.74% of the 13F portfolio, value $63,912,419.

   13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 126,524 shares

   Change vs previous 13F +3,772 shares

   3.95% of the 13F portfolio, value $47,495,814.

   13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 122,752 shares

   Change vs previous 13F not available

   4.28% of the 13F portfolio, value $51,739,831.

   13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).