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KFG WEALTH MANAGEMENT, LLC: USEP position timeline

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

KFG WEALTH MANAGEMENT, LLC held 61,459 USEP 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 61,459 shares
    Change vs previous 13F -25,658 shares

    0.29% of the 13F portfolio, value $2,540,120.

    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 87,117 shares
    Change vs previous 13F -7,779 shares

    0.44% of the 13F portfolio, value $3,368,732.

    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 94,896 shares
    Change vs previous 13F -4,033 shares

    0.5% of the 13F portfolio, value $3,732,331.

    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 98,929 shares
    Change vs previous 13F +41,581 shares

    0.55% of the 13F portfolio, value $3,825,570.

    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 57,348 shares
    Change vs previous 13F -3,955 shares

    0.34% of the 13F portfolio, value $2,113,563.

    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 61,303 shares
    Change vs previous 13F -17,140 shares

    0.38% of the 13F portfolio, value $2,109,522.

    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 78,443 shares
    Change vs previous 13F +9,093 shares

    0.52% of the 13F portfolio, value $2,760,890.

    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 69,350 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,409,214.

    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).