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KFG WEALTH MANAGEMENT, LLC: V position timeline

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

KFG WEALTH MANAGEMENT, LLC held 3,216 V 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 3,216 shares
    Change vs previous 13F +169 shares

    0.12% of the 13F portfolio, value $1,103,239.

    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 3,047 shares
    Change vs previous 13F +93 shares

    0.12% of the 13F portfolio, value $920,861.

    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 2,954 shares
    Change vs previous 13F -27 shares

    0.14% of the 13F portfolio, value $1,035,919.

    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 2,981 shares
    Change vs previous 13F +140 shares

    0.15% of the 13F portfolio, value $1,017,624.

    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 2,841 shares
    Change vs previous 13F +1,169 shares

    0.16% of the 13F portfolio, value $1,008,553.

    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 1,672 shares
    Change vs previous 13F +48 shares

    0.11% of the 13F portfolio, value $586,130.

    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 1,624 shares
    Change vs previous 13F -419 shares

    0.1% of the 13F portfolio, value $513,358.

    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 2,043 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $561,697.

    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).