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KFA Private Wealth Group, LLC: IUSB position timeline

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

KFA Private Wealth Group, LLC held 64,371 IUSB 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 64,371 shares
    Change vs previous 13F -1,887 shares

    0.67% of the 13F portfolio, value $2,838,136.

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

  2. period ended2026-06-30
    13F 66,258 shares
    Change vs previous 13F -13,079 shares

    0.74% of the 13F portfolio, value $3,057,842.

    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 79,337 shares
    Change vs previous 13F +5,132 shares

    0.88% of the 13F portfolio, value $3,664,618.

    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 74,205 shares
    Change vs previous 13F +19,229 shares

    0.84% of the 13F portfolio, value $3,453,479.

    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 54,976 shares
    Change vs previous 13F +1,267 shares

    0.73% of the 13F portfolio, value $2,567,937.

    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 53,709 shares
    Change vs previous 13F -2,020 shares

    0.77% of the 13F portfolio, value $2,482,989.

    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 55,729 shares
    Change vs previous 13F +5,497 shares

    0.9% of the 13F portfolio, value $2,567,984.

    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 50,232 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,270,475.

    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).