KDK Private Wealth Management, LLC: TCBX position timeline

KDK Private Wealth Management, LLC held 0 TCBX 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 0 shares

   Change vs previous 13F -6,250 shares

   13F-HR 0002085853-26-000993 filed by KDK Private Wealth Management, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 6,250 shares

   Change vs previous 13F 0 shares

   0.22% of the 13F portfolio, value $236,438.

   13F-HR 0002085853-26-000536 filed by KDK Private Wealth Management, LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F/A 6,250 shares

   Change vs previous 13F 0 shares

   0.21% of the 13F portfolio, value $237,563.

   13F-HR/A 0002085853-26-000256 filed by KDK Private Wealth Management, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,250 shares

   Change vs previous 13F -8,350 shares

   0.24% of the 13F portfolio, value $237,313.

   13F-HR 0002085853-25-000271 filed by KDK Private Wealth Management, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 14,600 shares

   Change vs previous 13F not available

   0.51% of the 13F portfolio, value $476,983.

   13F-HR 0001667731-25-001109 filed by KDK Private Wealth Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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