KFG WEALTH MANAGEMENT, LLC: FENI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KFG WEALTH MANAGEMENT, LLC on FENI, newest first. How the timeline and the estimate are built.
KFG WEALTH MANAGEMENT, LLC held 1,507,517 FENI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 1,507,517 sharesChange vs previous 13F +100,057 shares
6.83% of the 13F portfolio, value $60,496,647.
13F-HR 0001919344-26-000005 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,407,460 sharesChange vs previous 13F +146,713 shares
6.77% of the 13F portfolio, value $52,357,512.
13F-HR 0001919344-26-000004 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,260,747 sharesChange vs previous 13F +95,825 shares
6.17% of the 13F portfolio, value $46,118,129.
13F-HR 0001919344-26-000001 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,164,922 sharesChange vs previous 13F +116,419 shares
5.93% of the 13F portfolio, value $41,098,460.
13F-HR 0001919344-25-000007 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,048,503 sharesChange vs previous 13F +73,796 shares
5.61% of the 13F portfolio, value $34,873,222.
13F-HR 0001919344-25-000005 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 974,707 sharesChange vs previous 13F +84,921 shares
5.27% of the 13F portfolio, value $29,007,292.
13F-HR 0001919344-25-000004 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 889,786 sharesChange vs previous 13F +228,692 shares
4.58% of the 13F portfolio, value $24,495,815.
13F-HR 0001919344-25-000002 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 661,094 sharesChange vs previous 13F not available
4.35% of the 13F portfolio, value $20,017,921.
13F-HR 0001919344-24-000006 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).