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KFG WEALTH MANAGEMENT, LLC: ZALT position timeline

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

KFG WEALTH MANAGEMENT, LLC held 79,251 ZALT 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 79,251 shares
    Change vs previous 13F +42,179 shares

    0.3% of the 13F portfolio, value $2,684,231.

    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 37,072 shares
    Change vs previous 13F +1,827 shares

    0.16% of the 13F portfolio, value $1,203,357.

    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 35,245 shares
    Change vs previous 13F +7,090 shares

    0.15% of the 13F portfolio, value $1,147,930.

    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 28,155 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $897,581.

    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 28,155 shares
    Change vs previous 13F +3,167 shares

    0.14% of the 13F portfolio, value $867,174.

    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 24,988 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $743,893.

    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).