KENNEDY INVESTMENT GROUP, INC.: CTA position timeline

KENNEDY INVESTMENT GROUP, INC. held 25,003 CTA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 25,003 shares

   Change vs previous 13F +6,760 shares

   0.22% of the 13F portfolio, value $648,567.

   13F-HR 0001951757-26-001080 filed by KENNEDY INVESTMENT GROUP, INC.
   Filed 2026-07-30 (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).

2. period ended2026-03-31

   13F 18,243 shares

   Change vs previous 13F +2,539 shares

   0.22% of the 13F portfolio, value $551,298.

   13F-HR 0001951757-26-000690 filed by KENNEDY INVESTMENT GROUP, INC.
   Filed 2026-04-22 (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 15,704 shares

   Change vs previous 13F +4,431 shares

   0.16% of the 13F portfolio, value $428,095.

   13F-HR 0001951757-26-000381 filed by KENNEDY INVESTMENT GROUP, INC.
   Filed 2026-02-06 (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 11,273 shares

   Change vs previous 13F +3,196 shares

   0.13% of the 13F portfolio, value $315,292.

   13F-HR 0001951757-25-001200 filed by KENNEDY INVESTMENT GROUP, INC.
   Filed 2025-10-28 (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 8,077 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $215,973.

   13F-HR 0001951757-25-000862 filed by KENNEDY INVESTMENT GROUP, INC.
   Filed 2025-07-16 (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).