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KFG WEALTH MANAGEMENT, LLC: FMDE position timeline

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

KFG WEALTH MANAGEMENT, LLC held 947,794 FMDE 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 947,794 shares
    Change vs previous 13F +53,176 shares

    4.34% of the 13F portfolio, value $38,461,461.

    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 894,618 shares
    Change vs previous 13F +265,420 shares

    4.16% of the 13F portfolio, value $32,170,468.

    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 629,198 shares
    Change vs previous 13F +61,560 shares

    3.06% of the 13F portfolio, value $22,890,224.

    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 567,638 shares
    Change vs previous 13F +59,958 shares

    2.96% of the 13F portfolio, value $20,520,130.

    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 507,680 shares
    Change vs previous 13F +42,984 shares

    2.81% of the 13F portfolio, value $17,471,662.

    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 464,696 shares
    Change vs previous 13F +41,146 shares

    2.65% of the 13F portfolio, value $14,563,576.

    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 423,550 shares
    Change vs previous 13F +95,568 shares

    2.6% of the 13F portfolio, value $13,913,625.

    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 327,982 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $10,547,913.

    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).