KMG FIDUCIARY PARTNERS, LLC: RWR position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 0 RWR shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

period ended2025-12-31
13F 0 shares
Change vs previous 13F -4,558 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-09-30
13F 4,558 shares
Change vs previous 13F -301 shares
0.03% of the 13F portfolio, value $457,154.
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).
period ended2025-06-30
13F 4,859 shares
Change vs previous 13F +53 shares
0.03% of the 13F portfolio, value $468,570.
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).
period ended2025-03-31
13F 4,806 shares
Change vs previous 13F -126 shares
0.04% of the 13F portfolio, value $476,384.
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).
period ended2024-12-31
13F 4,932 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $487,539.
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).