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KMG FIDUCIARY PARTNERS, LLC: PFF position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 84,961 PFF 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 84,961 shares
    Change vs previous 13F -1,789 shares

    0.24% of the 13F portfolio, value $2,590,468.

    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 86,750 shares
    Change vs previous 13F +2,166 shares

    0.19% of the 13F portfolio, value $2,630,247.

    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 84,584 shares
    Change vs previous 13F +21,078 shares

    0.19% of the 13F portfolio, value $2,618,710.

    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 63,506 shares
    Change vs previous 13F +863 shares

    0.13% of the 13F portfolio, value $2,008,058.

    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 62,643 shares
    Change vs previous 13F -3,134 shares

    0.14% of the 13F portfolio, value $1,921,881.

    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 65,777 shares
    Change vs previous 13F -25,579 shares

    0.17% of the 13F portfolio, value $2,021,320.

    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 91,356 shares
    Change vs previous 13F -3,122 shares

    0.24% of the 13F portfolio, value $2,872,235.

    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 94,478 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,139,504.

    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).