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KFG WEALTH MANAGEMENT, LLC: UFEB position timeline

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

KFG WEALTH MANAGEMENT, LLC held 431,456 UFEB 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 431,456 shares
    Change vs previous 13F +52,665 shares

    1.88% of the 13F portfolio, value $16,675,787.

    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 378,791 shares
    Change vs previous 13F +9,623 shares

    1.78% of the 13F portfolio, value $13,750,127.

    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 369,168 shares
    Change vs previous 13F -45,635 shares

    1.82% of the 13F portfolio, value $13,579,896.

    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 414,803 shares
    Change vs previous 13F -20,154 shares

    2.14% of the 13F portfolio, value $14,845,813.

    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 434,957 shares
    Change vs previous 13F +126,212 shares

    2.4% of the 13F portfolio, value $14,923,692.

    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 308,745 shares
    Change vs previous 13F +291,591 shares

    1.82% of the 13F portfolio, value $10,000,263.

    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 17,154 shares
    Change vs previous 13F -16,170 shares

    0.11% of the 13F portfolio, value $570,726.

    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 33,324 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,084,375.

    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).