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KFG WEALTH MANAGEMENT, LLC: ZJUL position timeline

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

KFG WEALTH MANAGEMENT, LLC held 43,009 ZJUL 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 43,009 shares
    Change vs previous 13F -1,053 shares

    0.15% of the 13F portfolio, value $1,288,980.

    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 44,062 shares
    Change vs previous 13F -2,588 shares

    0.17% of the 13F portfolio, value $1,280,874.

    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 46,650 shares
    Change vs previous 13F -692 shares

    0.18% of the 13F portfolio, value $1,355,873.

    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 47,342 shares
    Change vs previous 13F +3,426 shares

    0.2% of the 13F portfolio, value $1,360,136.

    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 43,916 shares
    Change vs previous 13F +5,740 shares

    0.2% of the 13F portfolio, value $1,237,553.

    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 38,176 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,021,975.

    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 38,176 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,032,500.

    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 38,176 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,022,353.

    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).