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KFG WEALTH MANAGEMENT, LLC: ZSEP position timeline

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

KFG WEALTH MANAGEMENT, LLC held 114,908 ZSEP 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 114,908 shares
    Change vs previous 13F -93 shares

    0.36% of the 13F portfolio, value $3,166,773.

    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 115,001 shares
    Change vs previous 13F -69 shares

    0.4% of the 13F portfolio, value $3,073,057.

    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 115,070 shares
    Change vs previous 13F -1,286 shares

    0.41% of the 13F portfolio, value $3,081,575.

    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 116,356 shares
    Change vs previous 13F +26,792 shares

    0.45% of the 13F portfolio, value $3,082,340.

    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 89,564 shares
    Change vs previous 13F -242 shares

    0.37% of the 13F portfolio, value $2,318,364.

    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 89,806 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $2,238,513.

    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 89,806 shares
    Change vs previous 13F +2,038 shares

    0.42% of the 13F portfolio, value $2,252,334.

    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 87,768 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,182,790.

    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).