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KFG WEALTH MANAGEMENT, LLC: UJUN position timeline

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

KFG WEALTH MANAGEMENT, LLC held 141,429 UJUN 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 141,429 shares
    Change vs previous 13F +62,040 shares

    0.62% of the 13F portfolio, value $5,450,666.

    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 79,389 shares
    Change vs previous 13F -17,640 shares

    0.38% of the 13F portfolio, value $2,956,407.

    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 97,029 shares
    Change vs previous 13F -15,091 shares

    0.49% of the 13F portfolio, value $3,629,294.

    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 112,120 shares
    Change vs previous 13F -783 shares

    0.59% of the 13F portfolio, value $4,113,765.

    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 112,903 shares
    Change vs previous 13F -6,457 shares

    0.65% of the 13F portfolio, value $4,021,541.

    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 119,360 shares
    Change vs previous 13F -54,014 shares

    0.72% of the 13F portfolio, value $3,955,178.

    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 173,374 shares
    Change vs previous 13F -37,098 shares

    1.1% of the 13F portfolio, value $5,861,560.

    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 210,472 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $6,994,125.

    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).