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KMG FIDUCIARY PARTNERS, LLC: SPYM position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 315,606 SPYM 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 315,606 shares
    Change vs previous 13F -51,668 shares

    2.77% of the 13F portfolio, value $28,328,833.

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

  2. period ended2026-06-30
    13F 367,274 shares
    Change vs previous 13F -49,992 shares

    3% of the 13F portfolio, value $32,276,037.

    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 417,266 shares
    Change vs previous 13F -74,820 shares

    2.36% of the 13F portfolio, value $31,937,534.

    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 492,086 shares
    Change vs previous 13F -1,641 shares

    2.81% of the 13F portfolio, value $39,475,152.

    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 493,727 shares
    Change vs previous 13F +13,246 shares

    2.6% of the 13F portfolio, value $38,678,535.

    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 480,481 shares
    Change vs previous 13F +7,577 shares

    2.59% of the 13F portfolio, value $34,926,144.

    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 472,904 shares
    Change vs previous 13F -15,762 shares

    2.58% of the 13F portfolio, value $31,098,177.

    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 488,666 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $33,688,635.

    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).