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KFG WEALTH MANAGEMENT, LLC: PAUG position timeline

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

KFG WEALTH MANAGEMENT, LLC held 69,241 PAUG 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 69,241 shares
    Change vs previous 13F -7,946 shares

    0.36% of the 13F portfolio, value $3,160,159.

    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 77,187 shares
    Change vs previous 13F -5,663 shares

    0.43% of the 13F portfolio, value $3,297,429.

    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 82,850 shares
    Change vs previous 13F -20,015 shares

    0.48% of the 13F portfolio, value $3,583,263.

    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 102,865 shares
    Change vs previous 13F +14,118 shares

    0.63% of the 13F portfolio, value $4,368,677.

    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 88,747 shares
    Change vs previous 13F -551 shares

    0.58% of the 13F portfolio, value $3,590,704.

    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 89,298 shares
    Change vs previous 13F -22,786 shares

    0.61% of the 13F portfolio, value $3,373,678.

    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 112,084 shares
    Change vs previous 13F -2,898 shares

    0.81% of the 13F portfolio, value $4,315,234.

    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 114,982 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,353,219.

    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).