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KFG WEALTH MANAGEMENT, LLC: JULB position timeline

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

KFG WEALTH MANAGEMENT, LLC held 760,896 JULB 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 760,896 shares
    Change vs previous 13F +5,738 shares

    2.37% of the 13F portfolio, value $20,985,509.

    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 755,158 shares
    Change vs previous 13F +115,566 shares

    2.45% of the 13F portfolio, value $18,956,506.

    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 639,592 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $16,373,940.

    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).