Skip to content
Disclosery

KFG WEALTH MANAGEMENT, LLC: DFAI position timeline

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

KFG WEALTH MANAGEMENT, LLC held 7,336 DFAI 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 7,336 shares
    Change vs previous 13F +33 shares

    0.03% of the 13F portfolio, value $302,626.

    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 7,303 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $284,542.

    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 7,296 shares
    Change vs previous 13F +19 shares

    0.04% of the 13F portfolio, value $278,051.

    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 7,277 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $264,522.

    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).