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KFG WEALTH MANAGEMENT, LLC: POCT position timeline

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

KFG WEALTH MANAGEMENT, LLC held 69,980 POCT 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 69,980 shares
    Change vs previous 13F -3,302 shares

    0.37% of the 13F portfolio, value $3,247,788.

    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 73,282 shares
    Change vs previous 13F -7,468 shares

    0.41% of the 13F portfolio, value $3,159,202.

    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 80,750 shares
    Change vs previous 13F -50,914 shares

    0.47% of the 13F portfolio, value $3,546,556.

    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 131,664 shares
    Change vs previous 13F -499 shares

    0.82% of the 13F portfolio, value $5,674,734.

    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 132,163 shares
    Change vs previous 13F -2,168 shares

    0.88% of the 13F portfolio, value $5,458,347.

    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 134,331 shares
    Change vs previous 13F -9,462 shares

    0.95% of the 13F portfolio, value $5,218,773.

    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 143,793 shares
    Change vs previous 13F +65,155 shares

    1.06% of the 13F portfolio, value $5,689,385.

    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 78,638 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,062,964.

    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).