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KMG FIDUCIARY PARTNERS, LLC: SUSA position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 2,100 SUSA 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 2,100 shares
    Change vs previous 13F -1,288 shares

    0.03% of the 13F portfolio, value $326,928.

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

  2. period ended2026-06-30
    13F 3,388 shares
    Change vs previous 13F +35 shares

    0.05% of the 13F portfolio, value $522,750.

    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 3,353 shares
    Change vs previous 13F -40 shares

    0.03% of the 13F portfolio, value $442,916.

    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 3,393 shares
    Change vs previous 13F -62 shares

    0.03% of the 13F portfolio, value $472,844.

    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 3,455 shares
    Change vs previous 13F +68 shares

    0.03% of the 13F portfolio, value $468,716.

    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 3,387 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $429,345.

    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 3,388 shares
    Change vs previous 13F -75 shares

    0.03% of the 13F portfolio, value $389,218.

    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 3,463 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $421,107.

    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).