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KDK Private Wealth Management, LLC: SSB position timeline

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

KDK Private Wealth Management, LLC held 10,305 SSB 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 10,305 shares
    Change vs previous 13F -7 shares

    0.85% of the 13F portfolio, value $1,029,470.

    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 10,312 shares
    Change vs previous 13F -15 shares

    0.87% of the 13F portfolio, value $954,067.

    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 10,327 shares
    Change vs previous 13F +22 shares

    0.85% of the 13F portfolio, value $971,874.

    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 10,305 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,018,855.

    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).