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KFG WEALTH MANAGEMENT, LLC: UMAR position timeline

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

KFG WEALTH MANAGEMENT, LLC held 195,559 UMAR 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 195,559 shares
    Change vs previous 13F +3,224 shares

    0.93% of the 13F portfolio, value $8,261,446.

    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 192,335 shares
    Change vs previous 13F +63,541 shares

    0.99% of the 13F portfolio, value $7,643,391.

    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 128,794 shares
    Change vs previous 13F -17,907 shares

    0.69% of the 13F portfolio, value $5,145,292.

    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 146,701 shares
    Change vs previous 13F -2,627 shares

    0.83% of the 13F portfolio, value $5,722,804.

    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 149,328 shares
    Change vs previous 13F +18,450 shares

    0.9% of the 13F portfolio, value $5,616,224.

    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 130,878 shares
    Change vs previous 13F +59,725 shares

    0.85% of the 13F portfolio, value $4,652,711.

    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 71,153 shares
    Change vs previous 13F -9,323 shares

    0.47% of the 13F portfolio, value $2,539,448.

    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 80,476 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,807,001.

    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).