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KMG FIDUCIARY PARTNERS, LLC: VBR position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 1,922 VBR 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 1,922 shares
    Change vs previous 13F -313 shares

    0.04% of the 13F portfolio, value $444,040.

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

  2. period ended2026-06-30
    13F 2,235 shares
    Change vs previous 13F +520 shares

    0.05% of the 13F portfolio, value $543,083.

    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 1,715 shares
    Change vs previous 13F +211 shares

    0.03% of the 13F portfolio, value $372,584.

    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 1,504 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $318,532.

    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).