KFG WEALTH MANAGEMENT, LLC: PJUN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KFG WEALTH MANAGEMENT, LLC on PJUN, newest first. How the timeline and the estimate are built.
KFG WEALTH MANAGEMENT, LLC held 63,148 PJUN shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 63,148 sharesChange vs previous 13F +23,086 shares
0.31% of the 13F portfolio, value $2,729,893.
13F-HR 0001919344-26-000005 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 40,062 sharesChange vs previous 13F -55 shares
0.22% of the 13F portfolio, value $1,675,646.
13F-HR 0001919344-26-000004 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,117 sharesChange vs previous 13F -18,723 shares
0.22% of the 13F portfolio, value $1,680,085.
13F-HR 0001919344-26-000001 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 58,840 sharesChange vs previous 13F -387 shares
0.35% of the 13F portfolio, value $2,421,286.
13F-HR 0001919344-25-000007 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 59,227 sharesChange vs previous 13F +12,121 shares
0.38% of the 13F portfolio, value $2,354,884.
13F-HR 0001919344-25-000005 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 47,106 sharesChange vs previous 13F -8,192 shares
0.32% of the 13F portfolio, value $1,743,378.
13F-HR 0001919344-25-000004 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 55,298 sharesChange vs previous 13F -1,323 shares
0.39% of the 13F portfolio, value $2,074,732.
13F-HR 0001919344-25-000002 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 56,621 sharesChange vs previous 13F not available
0.45% of the 13F portfolio, value $2,087,956.
13F-HR 0001919344-24-000006 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).