Position in IR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$302,215
+$6,893 QoQ
Shares Held
3,686
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#534
of 885 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026KMG FIDUCIARY PARTNERS, LLC holds $2,729,929 across 3 Specialty Industrial Machinery names. IR ranks #3 (11.1% of the industry book) .
All Filings in IR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,215 | 3,686 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $295,322 | 3,686 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $292,004 | 3,686 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $308,089 | 3,729 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $310,178 | 3,729 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $284,746 | 3,558 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $321,856 | 3,558 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $349,253 | 3,558 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $323,208 | 3,558 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $337,832 | 3,558 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $267,441 | 3,458 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $212,187 | 3,330 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $219,086 | 3,352 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||