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KFG WEALTH MANAGEMENT, LLC: PFEB position timeline

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

KFG WEALTH MANAGEMENT, LLC held 64,990 PFEB 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 64,990 shares
    Change vs previous 13F +1,149 shares

    0.32% of the 13F portfolio, value $2,798,460.

    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 63,841 shares
    Change vs previous 13F +15,172 shares

    0.33% of the 13F portfolio, value $2,560,015.

    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 48,669 shares
    Change vs previous 13F -19,304 shares

    0.27% of the 13F portfolio, value $1,981,739.

    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 67,973 shares
    Change vs previous 13F -1,621 shares

    0.39% of the 13F portfolio, value $2,697,840.

    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 69,594 shares
    Change vs previous 13F -819 shares

    0.43% of the 13F portfolio, value $2,645,260.

    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 70,413 shares
    Change vs previous 13F +38,463 shares

    0.46% of the 13F portfolio, value $2,522,186.

    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 31,950 shares
    Change vs previous 13F -16,043 shares

    0.22% of the 13F portfolio, value $1,175,752.

    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 47,993 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,729,660.

    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).