Skip to content
Disclosery

KFA Private Wealth Group, LLC: FBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KFA Private Wealth Group, LLC on FBND, newest first. How the timeline and the estimate are built.

KFA Private Wealth Group, LLC held 510,987 FBND shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 510,987 shares
    Change vs previous 13F +34,731 shares

    5.2% of the 13F portfolio, value $22,125,768.

    13F-HR 0001172661-26-004425 filed by KFA Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 476,256 shares
    Change vs previous 13F +30,508 shares

    5.22% of the 13F portfolio, value $21,664,886.

    13F-HR 0001172661-26-002837 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 445,748 shares
    Change vs previous 13F +32,922 shares

    4.88% of the 13F portfolio, value $20,335,063.

    13F-HR 0001172661-26-001517 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 412,826 shares
    Change vs previous 13F +69,255 shares

    4.62% of the 13F portfolio, value $19,006,498.

    13F-HR 0001172661-26-000027 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 343,571 shares
    Change vs previous 13F +51,084 shares

    4.54% of the 13F portfolio, value $15,886,752.

    13F-HR 0001172661-25-004161 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 292,487 shares
    Change vs previous 13F -62,931 shares

    4.15% of the 13F portfolio, value $13,381,288.

    13F-HR 0001172661-25-002711 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 355,418 shares
    Change vs previous 13F +35,011 shares

    5.68% of the 13F portfolio, value $16,224,834.

    13F-HR 0001172661-25-001601 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 320,407 shares
    Change vs previous 13F not available

    6.02% of the 13F portfolio, value $14,376,644.

    13F-HR 0001172661-25-000314 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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