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KFG WEALTH MANAGEMENT, LLC: UDEC position timeline

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

KFG WEALTH MANAGEMENT, LLC held 99,124 UDEC 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 99,124 shares
    Change vs previous 13F -2,053 shares

    0.47% of the 13F portfolio, value $4,131,497.

    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 101,177 shares
    Change vs previous 13F +2,748 shares

    0.51% of the 13F portfolio, value $3,929,713.

    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 98,429 shares
    Change vs previous 13F -28,172 shares

    0.52% of the 13F portfolio, value $3,901,724.

    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 126,601 shares
    Change vs previous 13F -9,055 shares

    0.7% of the 13F portfolio, value $4,857,679.

    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 135,656 shares
    Change vs previous 13F +20,657 shares

    0.79% of the 13F portfolio, value $4,943,303.

    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 114,999 shares
    Change vs previous 13F +39,917 shares

    0.72% of the 13F portfolio, value $3,944,464.

    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 75,082 shares
    Change vs previous 13F +21,714 shares

    0.49% of the 13F portfolio, value $2,634,626.

    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 53,368 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,867,654.

    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).