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KMG FIDUCIARY PARTNERS, LLC: SPDW position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 17,454 SPDW 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 17,454 shares
    Change vs previous 13F -24,163 shares

    0.09% of the 13F portfolio, value $876,365.

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

  2. period ended2026-06-30
    13F 41,617 shares
    Change vs previous 13F +5,144 shares

    0.19% of the 13F portfolio, value $2,097,089.

    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 36,473 shares
    Change vs previous 13F +2,834 shares

    0.12% of the 13F portfolio, value $1,664,998.

    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 33,639 shares
    Change vs previous 13F +14,262 shares

    0.11% of the 13F portfolio, value $1,493,914.

    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 19,377 shares
    Change vs previous 13F -1,712 shares

    0.06% of the 13F portfolio, value $829,143.

    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 21,089 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $853,895.

    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).