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KFG WEALTH MANAGEMENT, LLC: ZOCT position timeline

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

KFG WEALTH MANAGEMENT, LLC held 70,501 ZOCT 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 70,501 shares
    Change vs previous 13F -2,603 shares

    0.22% of the 13F portfolio, value $1,946,645.

    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 73,104 shares
    Change vs previous 13F -560 shares

    0.25% of the 13F portfolio, value $1,955,386.

    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 73,664 shares
    Change vs previous 13F +5,129 shares

    0.26% of the 13F portfolio, value $1,976,825.

    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 68,535 shares
    Change vs previous 13F +1,349 shares

    0.26% of the 13F portfolio, value $1,821,660.

    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 67,186 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,746,419.

    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 67,186 shares
    Change vs previous 13F -6,745 shares

    0.31% of the 13F portfolio, value $1,689,775.

    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 73,931 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,867,497.

    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).