KFA Private Wealth Group, LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KFA Private Wealth Group, LLC on DSI, newest first. How the timeline and the estimate are built.
KFA Private Wealth Group, LLC held 3,891 DSI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-09-3013F 3,891 sharesChange vs previous 13F -38 shares
0.13% of the 13F portfolio, value $568,920.
13F-HR 0001172661-26-004425 filed by KFA Private Wealth Group, LLC
Accepted , ingested - period ended2026-06-3013F 3,929 sharesChange vs previous 13F +535 shares
0.13% of the 13F portfolio, value $559,571.
13F-HR 0001172661-26-002837 filed by KFA Private Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,394 sharesChange vs previous 13F +6 shares
0.1% of the 13F portfolio, value $411,355.
13F-HR 0001172661-26-001517 filed by KFA Private Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,388 sharesChange vs previous 13F -22 shares
0.11% of the 13F portfolio, value $436,466.
13F-HR 0001172661-26-000027 filed by KFA Private Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,410 sharesChange vs previous 13F -219 shares
0.12% of the 13F portfolio, value $429,564.
13F-HR 0001172661-25-004161 filed by KFA Private Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,629 sharesChange vs previous 13F -344 shares
0.13% of the 13F portfolio, value $421,658.
13F-HR 0001172661-25-002711 filed by KFA Private Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,973 sharesChange vs previous 13F +5 shares
0.14% of the 13F portfolio, value $406,900.
13F-HR 0001172661-25-001601 filed by KFA Private Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,968 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $437,464.
13F-HR 0001172661-25-000314 filed by KFA Private Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).