Skip to content
Disclosery

KFG WEALTH MANAGEMENT, LLC: PJUL position timeline

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

KFG WEALTH MANAGEMENT, LLC held 36,446 PJUL 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 36,446 shares
    Change vs previous 13F -8,335 shares

    0.2% of the 13F portfolio, value $1,778,913.

    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 44,781 shares
    Change vs previous 13F -5,154 shares

    0.27% of the 13F portfolio, value $2,058,455.

    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 49,935 shares
    Change vs previous 13F -29,974 shares

    0.31% of the 13F portfolio, value $2,318,459.

    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 79,909 shares
    Change vs previous 13F +19,514 shares

    0.53% of the 13F portfolio, value $3,643,828.

    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 60,395 shares
    Change vs previous 13F +2,085 shares

    0.43% of the 13F portfolio, value $2,648,299.

    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 58,310 shares
    Change vs previous 13F -17,458 shares

    0.43% of the 13F portfolio, value $2,343,459.

    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 75,768 shares
    Change vs previous 13F -3,485 shares

    0.58% of the 13F portfolio, value $3,119,348.

    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 79,253 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,208,153.

    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).