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KFG WEALTH MANAGEMENT, LLC: FBND position timeline

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

KFG WEALTH MANAGEMENT, LLC held 813,982 FBND 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 813,982 shares
    Change vs previous 13F +29,496 shares

    4.18% of the 13F portfolio, value $37,028,047.

    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 784,486 shares
    Change vs previous 13F +66,233 shares

    4.63% of the 13F portfolio, value $35,788,241.

    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 718,253 shares
    Change vs previous 13F +50,574 shares

    4.42% of the 13F portfolio, value $33,068,387.

    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 667,679 shares
    Change vs previous 13F +59,775 shares

    4.46% of the 13F portfolio, value $30,873,476.

    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 607,904 shares
    Change vs previous 13F +12,494 shares

    4.47% of the 13F portfolio, value $27,811,589.

    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 595,410 shares
    Change vs previous 13F +31,734 shares

    4.94% of the 13F portfolio, value $27,180,447.

    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 563,676 shares
    Change vs previous 13F +274,051 shares

    4.73% of the 13F portfolio, value $25,292,160.

    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 289,625 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $13,537,056.

    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).