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KDK Private Wealth Management, LLC: FIDU position timeline

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

KDK Private Wealth Management, LLC held 25,867 FIDU 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 25,867 shares
    Change vs previous 13F -123 shares

    2.14% of the 13F portfolio, value $2,576,622.

    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 25,990 shares
    Change vs previous 13F -227 shares

    2.06% of the 13F portfolio, value $2,248,660.

    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 26,217 shares
    Change vs previous 13F -212 shares

    1.89% of the 13F portfolio, value $2,162,432.

    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 26,429 shares
    Change vs previous 13F -208 shares

    2.19% of the 13F portfolio, value $2,165,577.

    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 26,637 shares
    Change vs previous 13F -283 shares

    2.21% of the 13F portfolio, value $2,065,151.

    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 26,920 shares
    Change vs previous 13F -266 shares

    2.1% of the 13F portfolio, value $1,843,201.

    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 27,186 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $1,911,443.

    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).