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KFA Private Wealth Group, LLC: XLF position timeline

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

KFA Private Wealth Group, LLC held 13,041 XLF 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 13,041 shares
    Change vs previous 13F -237 shares

    0.16% of the 13F portfolio, value $696,421.

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

  2. period ended2026-06-30
    13F 13,278 shares
    Change vs previous 13F -22,881 shares

    0.17% of the 13F portfolio, value $711,838.

    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 36,159 shares
    Change vs previous 13F -219 shares

    0.43% of the 13F portfolio, value $1,785,212.

    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 36,378 shares
    Change vs previous 13F -489 shares

    0.48% of the 13F portfolio, value $1,992,409.

    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 36,867 shares
    Change vs previous 13F -1,556 shares

    0.57% of the 13F portfolio, value $1,986,035.

    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 38,423 shares
    Change vs previous 13F +23 shares

    0.62% of the 13F portfolio, value $2,012,232.

    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 38,400 shares
    Change vs previous 13F +23,400 shares

    0.67% of the 13F portfolio, value $1,912,698.

    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 15,000 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $724,950.

    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).