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KFA Private Wealth Group, LLC: IXUS position timeline

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

KFA Private Wealth Group, LLC held 67,964 IXUS 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 67,964 shares
    Change vs previous 13F +682 shares

    1.52% of the 13F portfolio, value $6,455,922.

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

  2. period ended2026-06-30
    13F 67,282 shares
    Change vs previous 13F -56,536 shares

    1.55% of the 13F portfolio, value $6,421,421.

    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 123,818 shares
    Change vs previous 13F +9,037 shares

    2.57% of the 13F portfolio, value $10,727,661.

    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 114,781 shares
    Change vs previous 13F +3,446 shares

    2.36% of the 13F portfolio, value $9,715,090.

    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 111,335 shares
    Change vs previous 13F +3,505 shares

    2.63% of the 13F portfolio, value $9,194,114.

    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 107,830 shares
    Change vs previous 13F +2,100 shares

    2.58% of the 13F portfolio, value $8,336,412.

    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 105,730 shares
    Change vs previous 13F +49,076 shares

    2.58% of the 13F portfolio, value $7,380,998.

    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 56,654 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $3,747,122.

    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).