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KMG FIDUCIARY PARTNERS, LLC: PEP position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 21,611 PEP 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 21,611 shares
    Change vs previous 13F -1,011 shares

    0.27% of the 13F portfolio, value $2,738,584.

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

  2. period ended2026-06-30
    13F 22,622 shares
    Change vs previous 13F -2,243 shares

    0.28% of the 13F portfolio, value $3,063,081.

    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 24,865 shares
    Change vs previous 13F -359 shares

    0.29% of the 13F portfolio, value $3,861,304.

    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 25,224 shares
    Change vs previous 13F -210 shares

    0.26% of the 13F portfolio, value $3,620,115.

    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 25,434 shares
    Change vs previous 13F +559 shares

    0.24% of the 13F portfolio, value $3,571,918.

    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 24,875 shares
    Change vs previous 13F -967 shares

    0.24% of the 13F portfolio, value $3,284,532.

    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 25,842 shares
    Change vs previous 13F +278 shares

    0.32% of the 13F portfolio, value $3,874,715.

    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 25,564 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,887,253.

    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).