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KFA Private Wealth Group, LLC: SPY position timeline

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

KFA Private Wealth Group, LLC held 8,828 SPY 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 8,828 shares
    Change vs previous 13F -34 shares

    1.58% of the 13F portfolio, value $6,732,505.

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

  2. period ended2026-06-30
    13F 8,862 shares
    Change vs previous 13F -2,982 shares

    1.59% of the 13F portfolio, value $6,618,062.

    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 11,844 shares
    Change vs previous 13F -243 shares

    1.85% of the 13F portfolio, value $7,702,963.

    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 12,087 shares
    Change vs previous 13F +410 shares

    2% of the 13F portfolio, value $8,242,122.

    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 11,677 shares
    Change vs previous 13F -251 shares

    2.22% of the 13F portfolio, value $7,779,097.

    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 11,928 shares
    Change vs previous 13F -57 shares

    2.28% of the 13F portfolio, value $7,369,793.

    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 11,985 shares
    Change vs previous 13F +5,483 shares

    2.35% of the 13F portfolio, value $6,704,042.

    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 6,502 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $3,810,937.

    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).