KFA Private Wealth Group, LLC: EFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KFA Private Wealth Group, LLC on EFG, newest first. How the timeline and the estimate are built.
KFA Private Wealth Group, LLC held 2,766 EFG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-09-3013F 2,766 sharesChange vs previous 13F +218 shares
0.08% of the 13F portfolio, value $331,450.
13F-HR 0001172661-26-004425 filed by KFA Private Wealth Group, LLC
Accepted , ingested - period ended2026-06-3013F 2,548 sharesChange vs previous 13F -250 shares
0.08% of the 13F portfolio, value $317,022.
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 2,798 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $311,613.
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).