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KFA Private Wealth Group, LLC: IWX position timeline

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

KFA Private Wealth Group, LLC held 5,970 IWX 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 5,970 shares
    Change vs previous 13F +1,410 shares

    0.15% of the 13F portfolio, value $653,894.

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

  2. period ended2026-06-30
    13F 4,560 shares
    Change vs previous 13F -577 shares

    0.12% of the 13F portfolio, value $479,530.

    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 5,137 shares
    Change vs previous 13F +2,434 shares

    0.11% of the 13F portfolio, value $476,046.

    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 2,703 shares
    Change vs previous 13F +209 shares

    0.06% of the 13F portfolio, value $248,298.

    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 2,494 shares
    Change vs previous 13F -119 shares

    0.06% of the 13F portfolio, value $219,173.

    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 2,613 shares
    Change vs previous 13F -406 shares

    0.07% of the 13F portfolio, value $219,988.

    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 3,019 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $248,101.

    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).