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KFG WEALTH MANAGEMENT, LLC: UMAY position timeline

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

KFG WEALTH MANAGEMENT, LLC held 44,688 UMAY 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 44,688 shares
    Change vs previous 13F +20,121 shares

    0.19% of the 13F portfolio, value $1,698,257.

    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 24,567 shares
    Change vs previous 13F -6,725 shares

    0.12% of the 13F portfolio, value $904,499.

    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 31,292 shares
    Change vs previous 13F -6,888 shares

    0.15% of the 13F portfolio, value $1,144,492.

    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 38,180 shares
    Change vs previous 13F -927 shares

    0.2% of the 13F portfolio, value $1,369,502.

    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 39,107 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,359,352.

    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 39,107 shares
    Change vs previous 13F -4,199 shares

    0.24% of the 13F portfolio, value $1,309,209.

    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 43,306 shares
    Change vs previous 13F -1,100 shares

    0.27% of the 13F portfolio, value $1,455,897.

    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 44,406 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,465,309.

    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).