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KDK Private Wealth Management, LLC: FHLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KDK Private Wealth Management, LLC on FHLC, newest first. How the timeline and the estimate are built.

KDK Private Wealth Management, LLC held 25,948 FHLC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,948 shares
    Change vs previous 13F -123 shares

    1.66% of the 13F portfolio, value $2,004,484.

    13F-HR 0002085853-26-000993 filed by KDK Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,071 shares
    Change vs previous 13F -270 shares

    1.68% of the 13F portfolio, value $1,834,299.

    13F-HR 0002085853-26-000536 filed by KDK Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 26,341 shares
    Change vs previous 13F -50 shares

    1.71% of the 13F portfolio, value $1,956,574.

    13F-HR/A 0002085853-26-000256 filed by KDK Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,391 shares
    Change vs previous 13F -177 shares

    1.79% of the 13F portfolio, value $1,764,684.

    13F-HR 0002085853-25-000271 filed by KDK Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,568 shares
    Change vs previous 13F -650 shares

    1.81% of the 13F portfolio, value $1,698,962.

    13F-HR 0001667731-25-001109 filed by KDK Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,218 shares
    Change vs previous 13F -1,245 shares

    2.12% of the 13F portfolio, value $1,857,498.

    13F-HR 0001667731-25-000598 filed by KDK Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,463 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $1,859,965.

    13F-HR 0001667731-25-000253 filed by KDK Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).