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KMG FIDUCIARY PARTNERS, LLC: VNQ position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 12,380 VNQ 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 12,380 shares
    Change vs previous 13F -45 shares

    0.11% of the 13F portfolio, value $1,109,607.

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

  2. period ended2026-06-30
    13F 12,425 shares
    Change vs previous 13F +208 shares

    0.11% of the 13F portfolio, value $1,198,114.

    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 12,217 shares
    Change vs previous 13F -109 shares

    0.08% of the 13F portfolio, value $1,083,607.

    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 12,326 shares
    Change vs previous 13F -181 shares

    0.08% of the 13F portfolio, value $1,090,758.

    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 12,507 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,143,372.

    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 12,507 shares
    Change vs previous 13F -295 shares

    0.08% of the 13F portfolio, value $1,113,841.

    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 12,802 shares
    Change vs previous 13F +81 shares

    0.1% of the 13F portfolio, value $1,159,060.

    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 12,721 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,133,199.

    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).