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KFG WEALTH MANAGEMENT, LLC: LOCT position timeline

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

KFG WEALTH MANAGEMENT, LLC held 13,593 LOCT 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 13,593 shares
    Change vs previous 13F +831 shares

    0.04% of the 13F portfolio, value $324,592.

    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 12,762 shares
    Change vs previous 13F -634 shares

    0.04% of the 13F portfolio, value $300,668.

    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 13,396 shares
    Change vs previous 13F -8,379 shares

    0.04% of the 13F portfolio, value $319,771.

    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 21,775 shares
    Change vs previous 13F -7,758 shares

    0.07% of the 13F portfolio, value $518,463.

    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 29,533 shares
    Change vs previous 13F +114 shares

    0.11% of the 13F portfolio, value $703,763.

    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 29,419 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $696,295.

    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).