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KFA Private Wealth Group, LLC: SHV position timeline

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

KFA Private Wealth Group, LLC held 148,856 SHV 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 148,856 shares
    Change vs previous 13F -1,632 shares

    3.86% of the 13F portfolio, value $16,421,901.

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

  2. period ended2026-06-30
    13F 150,488 shares
    Change vs previous 13F -7,927 shares

    4% of the 13F portfolio, value $16,606,382.

    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 158,415 shares
    Change vs previous 13F +320 shares

    4.2% of the 13F portfolio, value $17,487,526.

    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 158,095 shares
    Change vs previous 13F +54,724 shares

    4.24% of the 13F portfolio, value $17,414,123.

    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 103,371 shares
    Change vs previous 13F +5,532 shares

    3.26% of the 13F portfolio, value $11,421,491.

    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 97,839 shares
    Change vs previous 13F +11,252 shares

    3.35% of the 13F portfolio, value $10,803,392.

    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 86,587 shares
    Change vs previous 13F +2,084 shares

    3.35% of the 13F portfolio, value $9,564,442.

    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 84,503 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $9,304,627.

    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).