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KFG WEALTH MANAGEMENT, LLC: IBTH position timeline

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

KFG WEALTH MANAGEMENT, LLC held 73,356 IBTH 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 73,356 shares
    Change vs previous 13F +2,524 shares

    0.19% of the 13F portfolio, value $1,640,972.

    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 70,832 shares
    Change vs previous 13F +10,766 shares

    0.21% of the 13F portfolio, value $1,588,760.

    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 60,066 shares
    Change vs previous 13F +38,403 shares

    0.18% of the 13F portfolio, value $1,349,689.

    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 21,663 shares
    Change vs previous 13F +7,310 shares

    0.07% of the 13F portfolio, value $487,861.

    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 14,353 shares
    Change vs previous 13F +1,158 shares

    0.05% of the 13F portfolio, value $322,791.

    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 13,195 shares
    Change vs previous 13F +2,508 shares

    0.05% of the 13F portfolio, value $295,829.

    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 10,687 shares
    Change vs previous 13F +731 shares

    0.04% of the 13F portfolio, value $237,209.

    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 9,956 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $225,360.

    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).