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KFG WEALTH MANAGEMENT, LLC: ISEP position timeline

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

KFG WEALTH MANAGEMENT, LLC held 29,330 ISEP 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 29,330 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,014,818.

    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 29,330 shares
    Change vs previous 13F -3,058 shares

    0.12% of the 13F portfolio, value $961,731.

    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 32,388 shares
    Change vs previous 13F -20,923 shares

    0.14% of the 13F portfolio, value $1,055,664.

    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 53,311 shares
    Change vs previous 13F +629 shares

    0.25% of the 13F portfolio, value $1,698,899.

    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 52,682 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,628,659.

    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 52,682 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,515,113.

    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 52,682 shares
    Change vs previous 13F -5,246 shares

    0.27% of the 13F portfolio, value $1,451,668.

    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 57,928 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,678,753.

    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).