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KENNEDY INVESTMENT GROUP, INC.: INCM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KENNEDY INVESTMENT GROUP, INC. on INCM, newest first. How the timeline and the estimate are built.

KENNEDY INVESTMENT GROUP, INC. held 120,396 INCM 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 120,396 shares
    Change vs previous 13F +9,038 shares

    1.18% of the 13F portfolio, value $3,474,018.

    13F-HR 0001951757-26-001080 filed by KENNEDY INVESTMENT GROUP, INC.
    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 111,358 shares
    Change vs previous 13F +53,968 shares

    1.25% of the 13F portfolio, value $3,201,532.

    13F-HR 0001951757-26-000690 filed by KENNEDY INVESTMENT GROUP, INC.
    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 57,390 shares
    Change vs previous 13F +44,792 shares

    0.61% of the 13F portfolio, value $1,609,206.

    13F-HR 0001951757-26-000381 filed by KENNEDY INVESTMENT GROUP, INC.
    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 12,598 shares
    Change vs previous 13F +2,397 shares

    0.14% of the 13F portfolio, value $349,466.

    13F-HR 0001951757-25-001200 filed by KENNEDY INVESTMENT GROUP, INC.
    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 10,201 shares
    Change vs previous 13F +795 shares

    0.12% of the 13F portfolio, value $275,944.

    13F-HR 0001951757-25-000862 filed by KENNEDY INVESTMENT GROUP, INC.
    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 9,406 shares
    Change vs previous 13F +1,132 shares

    0.12% of the 13F portfolio, value $250,478.

    13F-HR 0001951757-25-000414 filed by KENNEDY INVESTMENT GROUP, INC.
    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 8,274 shares
    Change vs previous 13F +42 shares

    0.1% of the 13F portfolio, value $215,940.

    13F-HR 0001951757-25-000100 filed by KENNEDY INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,232 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $223,758.

    13F-HR 0001951757-24-001088 filed by KENNEDY INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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