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KFG WEALTH MANAGEMENT, LLC: DFIP position timeline

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

KFG WEALTH MANAGEMENT, LLC held 264,903 DFIP 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 264,903 shares
    Change vs previous 13F +9,858 shares

    1.23% of the 13F portfolio, value $10,928,594.

    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 255,045 shares
    Change vs previous 13F +23,344 shares

    1.38% of the 13F portfolio, value $10,640,477.

    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 231,701 shares
    Change vs previous 13F +16,800 shares

    1.29% of the 13F portfolio, value $9,628,318.

    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 214,901 shares
    Change vs previous 13F +19,946 shares

    1.31% of the 13F portfolio, value $9,075,282.

    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 194,955 shares
    Change vs previous 13F +4,598 shares

    1.31% of the 13F portfolio, value $8,151,050.

    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 190,357 shares
    Change vs previous 13F +12,239 shares

    1.46% of the 13F portfolio, value $8,016,112.

    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 178,118 shares
    Change vs previous 13F +75,072 shares

    1.35% of the 13F portfolio, value $7,212,144.

    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 103,046 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,356,777.

    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).