KFG WEALTH MANAGEMENT, LLC: IDXX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KFG WEALTH MANAGEMENT, LLC on IDXX, newest first. How the timeline and the estimate are built.
KFG WEALTH MANAGEMENT, LLC held 930 IDXX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 930 sharesChange vs previous 13F +9 shares
0.06% of the 13F portfolio, value $489,589.
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 921 sharesChange vs previous 13F -7 shares
0.07% of the 13F portfolio, value $517,501.
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 928 sharesChange vs previous 13F -94 shares
0.08% of the 13F portfolio, value $627,820.
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 1,022 sharesChange vs previous 13F -400 shares
0.09% of the 13F portfolio, value $652,946.
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 1,422 sharesChange vs previous 13F +31 shares
0.12% of the 13F portfolio, value $762,675.
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 1,391 sharesChange vs previous 13F +299 shares
0.11% of the 13F portfolio, value $584,150.
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 1,092 sharesChange vs previous 13F +99 shares
0.08% of the 13F portfolio, value $451,476.
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 993 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $501,683.
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).