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KFG WEALTH MANAGEMENT, LLC: FDVV position timeline

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

KFG WEALTH MANAGEMENT, LLC held 67,129 FDVV 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 67,129 shares
    Change vs previous 13F +8,155 shares

    0.46% of the 13F portfolio, value $4,047,212.

    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 58,974 shares
    Change vs previous 13F +9,870 shares

    0.42% of the 13F portfolio, value $3,257,740.

    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 49,104 shares
    Change vs previous 13F +8,718 shares

    0.37% of the 13F portfolio, value $2,783,706.

    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 40,386 shares
    Change vs previous 13F +11,247 shares

    0.32% of the 13F portfolio, value $2,249,925.

    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 29,139 shares
    Change vs previous 13F +6,373 shares

    0.24% of the 13F portfolio, value $1,515,821.

    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 22,766 shares
    Change vs previous 13F +7,022 shares

    0.21% of the 13F portfolio, value $1,129,217.

    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 15,744 shares
    Change vs previous 13F +3,323 shares

    0.15% of the 13F portfolio, value $786,262.

    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 12,421 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $629,119.

    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).