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KFG WEALTH MANAGEMENT, LLC: PDEC position timeline

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

KFG WEALTH MANAGEMENT, LLC held 80,604 PDEC 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 80,604 shares
    Change vs previous 13F -3,487 shares

    0.42% of the 13F portfolio, value $3,698,923.

    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 84,091 shares
    Change vs previous 13F +5,369 shares

    0.46% of the 13F portfolio, value $3,573,873.

    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 78,722 shares
    Change vs previous 13F -18,856 shares

    0.46% of the 13F portfolio, value $3,414,966.

    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 97,578 shares
    Change vs previous 13F -1,112 shares

    0.59% of the 13F portfolio, value $4,100,233.

    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 98,690 shares
    Change vs previous 13F +2,823 shares

    0.63% of the 13F portfolio, value $3,948,592.

    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 95,867 shares
    Change vs previous 13F +8,934 shares

    0.66% of the 13F portfolio, value $3,604,604.

    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 86,933 shares
    Change vs previous 13F +14,753 shares

    0.62% of the 13F portfolio, value $3,339,970.

    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 72,180 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,765,220.

    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).