KFG WEALTH MANAGEMENT, LLC: FIW position timeline

KFG WEALTH MANAGEMENT, LLC held 6,654 FIW 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 6,654 shares

   Change vs previous 13F +806 shares

   0.08% of the 13F portfolio, value $728,789.

   13F-HR 0001919344-26-000005 filed by KFG WEALTH MANAGEMENT, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,848 shares

   Change vs previous 13F +852 shares

   0.08% of the 13F portfolio, value $603,125.

   13F-HR 0001919344-26-000004 filed by KFG WEALTH MANAGEMENT, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,996 shares

   Change vs previous 13F +841 shares

   0.07% of the 13F portfolio, value $542,803.

   13F-HR 0001919344-26-000001 filed by KFG WEALTH MANAGEMENT, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,155 shares

   Change vs previous 13F +358 shares

   0.07% of the 13F portfolio, value $466,794.

   13F-HR 0001919344-25-000007 filed by KFG WEALTH MANAGEMENT, LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,797 shares

   Change vs previous 13F +58 shares

   0.07% of the 13F portfolio, value $409,956.

   13F-HR 0001919344-25-000005 filed by KFG WEALTH MANAGEMENT, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 3,739 shares

   Change vs previous 13F +35 shares

   0.07% of the 13F portfolio, value $376,521.

   13F-HR 0001919344-25-000004 filed by KFG WEALTH MANAGEMENT, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 3,704 shares

   Change vs previous 13F -124 shares

   0.07% of the 13F portfolio, value $377,949.

   13F-HR 0001919344-25-000002 filed by KFG WEALTH MANAGEMENT, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 3,828 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $418,552.

   13F-HR 0001919344-24-000006 filed by KFG WEALTH MANAGEMENT, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).