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KFG WEALTH MANAGEMENT, LLC: DFEM position timeline

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

KFG WEALTH MANAGEMENT, LLC held 186,481 DFEM 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 186,481 shares
    Change vs previous 13F -3,293 shares

    0.86% of the 13F portfolio, value $7,578,595.

    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 189,774 shares
    Change vs previous 13F +3,529 shares

    0.85% of the 13F portfolio, value $6,556,676.

    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 186,245 shares
    Change vs previous 13F +16,133 shares

    0.82% of the 13F portfolio, value $6,160,995.

    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 170,112 shares
    Change vs previous 13F +5,457 shares

    0.79% of the 13F portfolio, value $5,455,482.

    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 164,655 shares
    Change vs previous 13F +4,649 shares

    0.79% of the 13F portfolio, value $4,886,949.

    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 160,006 shares
    Change vs previous 13F +3,083 shares

    0.77% of the 13F portfolio, value $4,233,771.

    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 156,923 shares
    Change vs previous 13F +42,807 shares

    0.77% of the 13F portfolio, value $4,109,819.

    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 114,116 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,212,367.

    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).