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KMG FIDUCIARY PARTNERS, LLC: UPS position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 44,788 UPS 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 44,788 shares
    Change vs previous 13F -1,628 shares

    0.41% of the 13F portfolio, value $4,184,949.

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

  2. period ended2026-06-30
    13F 46,416 shares
    Change vs previous 13F +10,080 shares

    0.46% of the 13F portfolio, value $4,989,730.

    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 36,336 shares
    Change vs previous 13F +2,160 shares

    0.26% of the 13F portfolio, value $3,574,695.

    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 34,176 shares
    Change vs previous 13F +4,190 shares

    0.24% of the 13F portfolio, value $3,389,880.

    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 29,986 shares
    Change vs previous 13F +3,809 shares

    0.17% of the 13F portfolio, value $2,504,738.

    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 26,177 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $2,642,258.

    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 26,175 shares
    Change vs previous 13F -10,908 shares

    0.24% of the 13F portfolio, value $2,878,936.

    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 37,083 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,676,166.

    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).