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KFG WEALTH MANAGEMENT, LLC: TJUL position timeline

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

KFG WEALTH MANAGEMENT, LLC held 69,871 TJUL 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 69,871 shares
    Change vs previous 13F -10,360 shares

    0.24% of the 13F portfolio, value $2,112,200.

    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 80,231 shares
    Change vs previous 13F -2,899 shares

    0.3% of the 13F portfolio, value $2,355,711.

    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 83,130 shares
    Change vs previous 13F -1,047 shares

    0.33% of the 13F portfolio, value $2,459,817.

    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 84,177 shares
    Change vs previous 13F -13,830 shares

    0.36% of the 13F portfolio, value $2,465,124.

    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 98,007 shares
    Change vs previous 13F -5,651 shares

    0.45% of the 13F portfolio, value $2,811,821.

    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 103,658 shares
    Change vs previous 13F -2,501 shares

    0.53% of the 13F portfolio, value $2,908,643.

    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 106,159 shares
    Change vs previous 13F -2,187 shares

    0.55% of the 13F portfolio, value $2,948,035.

    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 108,346 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,973,014.

    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).