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KFA Private Wealth Group, LLC: IJR position timeline

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

KFA Private Wealth Group, LLC held 64,796 IJR 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 64,796 shares
    Change vs previous 13F -1,823 shares

    2.07% of the 13F portfolio, value $8,814,963.

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

  2. period ended2026-06-30
    13F 66,619 shares
    Change vs previous 13F -24,941 shares

    2.38% of the 13F portfolio, value $9,880,395.

    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 91,560 shares
    Change vs previous 13F +1,047 shares

    2.73% of the 13F portfolio, value $11,381,827.

    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 90,513 shares
    Change vs previous 13F +785 shares

    2.65% of the 13F portfolio, value $10,877,825.

    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 89,728 shares
    Change vs previous 13F -869 shares

    3.05% of the 13F portfolio, value $10,662,388.

    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 90,597 shares
    Change vs previous 13F +543 shares

    3.07% of the 13F portfolio, value $9,901,406.

    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 90,054 shares
    Change vs previous 13F +32,728 shares

    3.3% of the 13F portfolio, value $9,416,990.

    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 57,326 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $6,605,110.

    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).