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KFG WEALTH MANAGEMENT, LLC: PSEP position timeline

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

KFG WEALTH MANAGEMENT, LLC held 70,650 PSEP 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 70,650 shares
    Change vs previous 13F -4,366 shares

    0.37% of the 13F portfolio, value $3,253,433.

    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 75,016 shares
    Change vs previous 13F -1,740 shares

    0.42% of the 13F portfolio, value $3,230,189.

    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 76,756 shares
    Change vs previous 13F -33,231 shares

    0.45% of the 13F portfolio, value $3,355,650.

    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 109,987 shares
    Change vs previous 13F +14,701 shares

    0.68% of the 13F portfolio, value $4,723,942.

    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 95,286 shares
    Change vs previous 13F -4,781 shares

    0.63% of the 13F portfolio, value $3,896,245.

    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 100,067 shares
    Change vs previous 13F -4,736 shares

    0.7% of the 13F portfolio, value $3,843,573.

    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 104,803 shares
    Change vs previous 13F +5,136 shares

    0.77% of the 13F portfolio, value $4,096,257.

    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 99,667 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,840,170.

    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).