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KFG WEALTH MANAGEMENT, LLC: PSTP position timeline

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

KFG WEALTH MANAGEMENT, LLC held 248,305 PSTP 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 248,305 shares
    Change vs previous 13F -3,704 shares

    1.03% of the 13F portfolio, value $9,133,900.

    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 252,009 shares
    Change vs previous 13F -268,072 shares

    1.12% of the 13F portfolio, value $8,686,750.

    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 520,081 shares
    Change vs previous 13F -130,575 shares

    2.46% of the 13F portfolio, value $18,384,093.

    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 650,656 shares
    Change vs previous 13F +50,785 shares

    3.27% of the 13F portfolio, value $22,629,890.

    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 599,871 shares
    Change vs previous 13F +21,407 shares

    3.22% of the 13F portfolio, value $20,019,684.

    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 578,464 shares
    Change vs previous 13F +8,371 shares

    3.3% of the 13F portfolio, value $18,166,844.

    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 570,093 shares
    Change vs previous 13F +29,578 shares

    3.41% of the 13F portfolio, value $18,260,145.

    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 540,515 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $17,045,257.

    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).