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KFG WEALTH MANAGEMENT, LLC: UAPR position timeline

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

KFG WEALTH MANAGEMENT, LLC held 127,143 UAPR 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 127,143 shares
    Change vs previous 13F -322 shares

    0.5% of the 13F portfolio, value $4,464,597.

    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 127,465 shares
    Change vs previous 13F -6,383 shares

    0.55% of the 13F portfolio, value $4,253,504.

    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 133,848 shares
    Change vs previous 13F -43,989 shares

    0.59% of the 13F portfolio, value $4,386,196.

    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 177,837 shares
    Change vs previous 13F -9,525 shares

    0.83% of the 13F portfolio, value $5,715,678.

    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 187,362 shares
    Change vs previous 13F -1,377 shares

    0.94% of the 13F portfolio, value $5,864,426.

    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 188,739 shares
    Change vs previous 13F -15,905 shares

    1.02% of the 13F portfolio, value $5,635,742.

    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 204,644 shares
    Change vs previous 13F -22,108 shares

    1.18% of the 13F portfolio, value $6,310,582.

    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 226,752 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $6,847,906.

    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).