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Key Client Fiduciary Advisors, LLC → SJT

Key Client Fiduciary Advisors, LLC SJT Position History

San Juan Basin Royalty Trust • Energy

Quarters held
4
Latest value
$120K
Q3 2026
Peak value
$167K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$167K
Q1 2026$156K
Q2 2026$102K
Q3 2026$120K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$120K32.9K——
Q2 2026$102K31.9K——
Q1 2026$156K32.6K——
Q4 2025$167K29.7K——

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