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KFG WEALTH MANAGEMENT, LLC: CL position timeline

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

KFG WEALTH MANAGEMENT, LLC held 8,794 CL 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 8,794 shares
    Change vs previous 13F -121 shares

    0.09% of the 13F portfolio, value $806,189.

    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 8,915 shares
    Change vs previous 13F -38 shares

    0.1% of the 13F portfolio, value $759,818.

    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 8,953 shares
    Change vs previous 13F -650 shares

    0.09% of the 13F portfolio, value $707,503.

    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 9,603 shares
    Change vs previous 13F -1,023 shares

    0.11% of the 13F portfolio, value $767,688.

    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 10,626 shares
    Change vs previous 13F +1,791 shares

    0.16% of the 13F portfolio, value $965,882.

    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 8,835 shares
    Change vs previous 13F +131 shares

    0.15% of the 13F portfolio, value $827,815.

    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 8,704 shares
    Change vs previous 13F +564 shares

    0.15% of the 13F portfolio, value $791,243.

    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 8,140 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $845,059.

    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).