IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

KMG Fiduciary Partners, LLCGrowthConcentrated long-term

CIK: 0001773205 | TOLEDO, OH

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR169$1.0B2026-10-14SEC ↗
Q2 2026
13F-HR207$1.1B2026-07-09SEC ↗
Q1 2026
13F-HR261$1.4B2026-04-13SEC ↗
Q4 2025
13F-HR262$1.4B2026-01-14SEC ↗
Q3 2025
13F-HR297$1.5B2025-10-10SEC ↗
Q2 2025
13F-HR288$1.3B2025-07-10SEC ↗
Q1 2025
13F-HR284$1.2B2025-04-14SEC ↗
Q4 2024
13F-HR270$1.2B2025-01-15SEC ↗
Q3 2024
13F-HR267$1.2B2024-10-17SEC ↗
Q2 2024
13F-HR239$1.0B2024-07-18SEC ↗
Q1 2024
13F-HR233$965.2M2024-04-10SEC ↗
Q4 2023
13F-HR236$858.7M2024-01-10SEC ↗
Q3 2023
13F-HR223$756.8M2023-10-25SEC ↗
Q2 2023
13F-HR227$772.6M2023-07-14SEC ↗
Q1 2023
13F-HR223$697.2M2023-04-13SEC ↗
Q4 2022
13F-HR228$609.0M2023-01-12SEC ↗
Q3 2022
13F-HR191$55.2M2022-10-27SEC ↗
Q2 2022
13F-HR203$35.7M2022-07-13SEC ↗
Q1 2022
13F-HR201$25.0M2022-04-19SEC ↗
Q4 2021
13F-HR198$24.3M2022-01-12SEC ↗
Q3 2021
13F-HR199$20.8M2021-10-12SEC ↗
Q2 2021
13F-HR199$20.0M2021-07-20SEC ↗
Q1 2021
13F-HR171$17.6M2021-04-08SEC ↗
Q4 2020
13F-HR156$10.0M2021-01-13SEC ↗
Q3 2020
13F-HR140$17.1M2020-10-13SEC ↗
Q2 2020
13F-HR129$15.5M2020-07-22SEC ↗
Q1 2020
13F-HR128$13.9M2020-04-29SEC ↗
Q4 2019
13F-HR128$16.5M2020-01-29SEC ↗
Q3 2019
13F-HR113$7.3M2019-10-15SEC ↗
Q2 2019
13F-HR111$7.9M2019-07-26SEC ↗
Q1 2019
13F-HR117$7.4M2019-04-16SEC ↗
Q4 2018
13F-HR100$7.1M2019-04-15SEC ↗