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KMG FIDUCIARY PARTNERS, LLC: SRLN position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 255,763 SRLN 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 255,763 shares
    Change vs previous 13F -4,397 shares

    1.01% of the 13F portfolio, value $10,330,250.

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

  2. period ended2026-06-30
    13F 260,160 shares
    Change vs previous 13F -4,326 shares

    0.97% of the 13F portfolio, value $10,481,843.

    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 264,486 shares
    Change vs previous 13F +12,980 shares

    0.79% of the 13F portfolio, value $10,616,460.

    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 251,506 shares
    Change vs previous 13F +39,822 shares

    0.74% of the 13F portfolio, value $10,379,638.

    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 211,684 shares
    Change vs previous 13F +12,810 shares

    0.59% of the 13F portfolio, value $8,801,806.

    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 198,874 shares
    Change vs previous 13F +7,315 shares

    0.61% of the 13F portfolio, value $8,271,178.

    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 191,559 shares
    Change vs previous 13F +25,077 shares

    0.65% of the 13F portfolio, value $7,878,820.

    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 166,482 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $6,947,293.

    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).