KFG WEALTH MANAGEMENT, LLC: FRDM position timeline

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

KFG WEALTH MANAGEMENT, LLC held 194,857 FRDM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 194,857 shares
Change vs previous 13F +6,396 shares
1.6% of the 13F portfolio, value $14,205,068.
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).
period ended2026-03-31
13F 188,461 shares
Change vs previous 13F not available
1.33% of the 13F portfolio, value $10,299,418.
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).