Skip to content

KFG WEALTH MANAGEMENT, LLC: UNOV position timeline

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

KFG WEALTH MANAGEMENT, LLC held 42,871 UNOV 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 42,871 shares
    Change vs previous 13F -1,490 shares

    0.19% of the 13F portfolio, value $1,721,702.

    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 44,361 shares
    Change vs previous 13F -2,398 shares

    0.21% of the 13F portfolio, value $1,653,323.

    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 46,759 shares
    Change vs previous 13F -243 shares

    0.24% of the 13F portfolio, value $1,779,444.

    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 47,002 shares
    Change vs previous 13F -5,384 shares

    0.25% of the 13F portfolio, value $1,761,167.

    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 52,386 shares
    Change vs previous 13F -845 shares

    0.3% of the 13F portfolio, value $1,890,812.

    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 53,231 shares
    Change vs previous 13F -18,945 shares

    0.33% of the 13F portfolio, value $1,807,194.

    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 72,176 shares
    Change vs previous 13F +43,267 shares

    0.47% of the 13F portfolio, value $2,498,735.

    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 28,909 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $979,728.

    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).