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KFG WEALTH MANAGEMENT, LLC: UOCT position timeline

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

KFG WEALTH MANAGEMENT, LLC held 79,797 UOCT 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 79,797 shares
    Change vs previous 13F -44,606 shares

    0.37% of the 13F portfolio, value $3,280,434.

    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 124,403 shares
    Change vs previous 13F -12,721 shares

    0.62% of the 13F portfolio, value $4,757,152.

    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 137,124 shares
    Change vs previous 13F +78,557 shares

    0.72% of the 13F portfolio, value $5,353,576.

    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 58,567 shares
    Change vs previous 13F -7,764 shares

    0.32% of the 13F portfolio, value $2,250,711.

    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 66,331 shares
    Change vs previous 13F -17,563 shares

    0.39% of the 13F portfolio, value $2,439,739.

    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 83,894 shares
    Change vs previous 13F -7,973 shares

    0.53% of the 13F portfolio, value $2,898,504.

    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 91,867 shares
    Change vs previous 13F +41,486 shares

    0.61% of the 13F portfolio, value $3,240,887.

    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 50,381 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,753,745.

    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).