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KFG WEALTH MANAGEMENT, LLC: DFIC position timeline

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

KFG WEALTH MANAGEMENT, LLC held 338,219 DFIC 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 338,219 shares
    Change vs previous 13F +2,657 shares

    1.42% of the 13F portfolio, value $12,602,033.

    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 335,562 shares
    Change vs previous 13F +24,061 shares

    1.54% of the 13F portfolio, value $11,922,534.

    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 311,501 shares
    Change vs previous 13F +25,742 shares

    1.44% of the 13F portfolio, value $10,734,314.

    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 285,759 shares
    Change vs previous 13F +8,193 shares

    1.35% of the 13F portfolio, value $9,370,035.

    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 277,566 shares
    Change vs previous 13F +6,308 shares

    1.39% of the 13F portfolio, value $8,629,520.

    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 271,258 shares
    Change vs previous 13F +2,081 shares

    1.37% of the 13F portfolio, value $7,532,829.

    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 269,177 shares
    Change vs previous 13F +75,468 shares

    1.3% of the 13F portfolio, value $6,956,874.

    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 193,709 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $5,450,984.

    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).