Skip to content

KFA Private Wealth Group, LLC: SUB position timeline

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

KFA Private Wealth Group, LLC held 27,307 SUB 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 27,307 shares
    Change vs previous 13F +2,407 shares

    0.67% of the 13F portfolio, value $2,854,719.

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

  2. period ended2026-06-30
    13F 24,900 shares
    Change vs previous 13F +2,602 shares

    0.64% of the 13F portfolio, value $2,651,132.

    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 22,298 shares
    Change vs previous 13F +1,082 shares

    0.57% of the 13F portfolio, value $2,374,838.

    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 21,216 shares
    Change vs previous 13F +2,146 shares

    0.55% of the 13F portfolio, value $2,263,780.

    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 19,070 shares
    Change vs previous 13F +2,705 shares

    0.58% of the 13F portfolio, value $2,036,339.

    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 16,365 shares
    Change vs previous 13F +4,612 shares

    0.54% of the 13F portfolio, value $1,740,312.

    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 11,753 shares
    Change vs previous 13F +22 shares

    0.43% of the 13F portfolio, value $1,241,152.

    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 11,731 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,237,367.

    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).