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KFG WEALTH MANAGEMENT, LLC: BUFB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KFG WEALTH MANAGEMENT, LLC on BUFB, newest first. How the timeline and the estimate are built.

KFG WEALTH MANAGEMENT, LLC held 115,479 BUFB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,479 shares
    Change vs previous 13F -331 shares

    0.51% of the 13F portfolio, value $4,539,479.

    13F-HR 0001919344-26-000005 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 115,810 shares
    Change vs previous 13F +1,284 shares

    0.54% of the 13F portfolio, value $4,158,737.

    13F-HR 0001919344-26-000004 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 114,526 shares
    Change vs previous 13F -2,596 shares

    0.56% of the 13F portfolio, value $4,195,661.

    13F-HR 0001919344-26-000001 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 117,122 shares
    Change vs previous 13F +1,457 shares

    0.6% of the 13F portfolio, value $4,185,940.

    13F-HR 0001919344-25-000007 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 115,665 shares
    Change vs previous 13F +1,398 shares

    0.63% of the 13F portfolio, value $3,918,730.

    13F-HR 0001919344-25-000005 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 114,267 shares
    Change vs previous 13F +7,615 shares

    0.65% of the 13F portfolio, value $3,590,269.

    13F-HR 0001919344-25-000004 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 106,652 shares
    Change vs previous 13F +67,535 shares

    0.64% of the 13F portfolio, value $3,444,934.

    13F-HR 0001919344-25-000002 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 39,117 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,235,338.

    13F-HR 0001919344-24-000006 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).