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KFA Private Wealth Group, LLC: IVW position timeline

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

KFA Private Wealth Group, LLC held 10,183 IVW 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 10,183 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,448,634.

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

  2. period ended2026-06-30
    13F 10,183 shares
    Change vs previous 13F +884 shares

    0.34% of the 13F portfolio, value $1,400,468.

    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 9,299 shares
    Change vs previous 13F +196 shares

    0.25% of the 13F portfolio, value $1,051,810.

    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 9,103 shares
    Change vs previous 13F +1,681 shares

    0.27% of the 13F portfolio, value $1,122,036.

    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 7,422 shares
    Change vs previous 13F +1,325 shares

    0.26% of the 13F portfolio, value $895,984.

    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 6,097 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $671,280.

    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).