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KFA Private Wealth Group, LLC: ISTB position timeline

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

KFA Private Wealth Group, LLC held 214,882 ISTB 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 214,882 shares
    Change vs previous 13F +23,816 shares

    2.39% of the 13F portfolio, value $10,153,209.

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

  2. period ended2026-06-30
    13F 191,066 shares
    Change vs previous 13F +30,608 shares

    2.22% of the 13F portfolio, value $9,218,948.

    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 160,458 shares
    Change vs previous 13F +1,081 shares

    1.87% of the 13F portfolio, value $7,775,832.

    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 159,377 shares
    Change vs previous 13F +23,962 shares

    1.89% of the 13F portfolio, value $7,769,608.

    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 135,415 shares
    Change vs previous 13F -13,518 shares

    1.89% of the 13F portfolio, value $6,613,685.

    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 148,933 shares
    Change vs previous 13F +8,460 shares

    2.25% of the 13F portfolio, value $7,245,619.

    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 140,473 shares
    Change vs previous 13F +3,818 shares

    2.38% of the 13F portfolio, value $6,791,871.

    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 136,655 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $6,528,027.

    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).