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KFA Private Wealth Group, LLC: ITOT position timeline

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

KFA Private Wealth Group, LLC held 83,841 ITOT 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 83,841 shares
    Change vs previous 13F +1,091 shares

    3.28% of the 13F portfolio, value $13,941,104.

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

  2. period ended2026-06-30
    13F 82,750 shares
    Change vs previous 13F -11,361 shares

    3.27% of the 13F portfolio, value $13,593,405.

    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 94,111 shares
    Change vs previous 13F +465 shares

    3.22% of the 13F portfolio, value $13,404,342.

    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 93,646 shares
    Change vs previous 13F +26,616 shares

    3.39% of the 13F portfolio, value $13,924,278.

    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 67,030 shares
    Change vs previous 13F +3 shares

    2.79% of the 13F portfolio, value $9,762,929.

    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 67,027 shares
    Change vs previous 13F +1,191 shares

    2.8% of the 13F portfolio, value $9,051,411.

    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 65,836 shares
    Change vs previous 13F -2,238 shares

    2.81% of the 13F portfolio, value $8,032,611.

    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 68,074 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $8,755,652.

    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).