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KFG WEALTH MANAGEMENT, LLC: PJAN position timeline

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

KFG WEALTH MANAGEMENT, LLC held 31,935 PJAN 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 31,935 shares
    Change vs previous 13F -1,916 shares

    0.18% of the 13F portfolio, value $1,580,463.

    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 33,851 shares
    Change vs previous 13F +4,335 shares

    0.2% of the 13F portfolio, value $1,561,547.

    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 29,516 shares
    Change vs previous 13F -16,726 shares

    0.19% of the 13F portfolio, value $1,387,842.

    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 46,242 shares
    Change vs previous 13F -3,880 shares

    0.31% of the 13F portfolio, value $2,117,653.

    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 50,122 shares
    Change vs previous 13F -11 shares

    0.35% of the 13F portfolio, value $2,207,874.

    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 50,133 shares
    Change vs previous 13F +15,031 shares

    0.38% of the 13F portfolio, value $2,079,016.

    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 35,102 shares
    Change vs previous 13F -4,611 shares

    0.28% of the 13F portfolio, value $1,483,060.

    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 39,713 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,640,941.

    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).