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KMG FIDUCIARY PARTNERS, LLC: WMT position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 13,937 WMT 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 13,937 shares
    Change vs previous 13F -586 shares

    0.14% of the 13F portfolio, value $1,448,348.

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

  2. period ended2026-06-30
    13F 14,523 shares
    Change vs previous 13F -6,241 shares

    0.15% of the 13F portfolio, value $1,644,891.

    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 20,764 shares
    Change vs previous 13F +326 shares

    0.19% of the 13F portfolio, value $2,580,541.

    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 20,438 shares
    Change vs previous 13F +3 shares

    0.16% of the 13F portfolio, value $2,276,968.

    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 20,435 shares
    Change vs previous 13F +41 shares

    0.14% of the 13F portfolio, value $2,105,989.

    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 20,394 shares
    Change vs previous 13F +131 shares

    0.15% of the 13F portfolio, value $1,994,161.

    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 20,263 shares
    Change vs previous 13F +785 shares

    0.15% of the 13F portfolio, value $1,778,908.

    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 19,478 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,759,837.

    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).