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Kiker Wealth Management, LLC: CEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kiker Wealth Management, LLC on CEF, newest first. How the timeline and the estimate are built.

Kiker Wealth Management, LLC held 66,733 CEF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,733 shares
    Change vs previous 13F +6,224 shares

    1.05% of the 13F portfolio, value $2,684,649.

    13F-HR 0001398344-26-013152 filed by Kiker 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 60,509 shares
    Change vs previous 13F +60,509 shares

    1.38% of the 13F portfolio, value $2,887,466.

    13F-HR 0001398344-26-008468 filed by Kiker 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 0 shares
    Change vs previous 13F -84,278 shares

    13F-HR 0001398344-26-001659 filed by Kiker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 84,278 shares
    Change vs previous 13F +793 shares

    1.56% of the 13F portfolio, value $3,092,168.

    13F-HR 0001398344-25-019800 filed by Kiker 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 83,485 shares
    Change vs previous 13F +19,422 shares

    1.42% of the 13F portfolio, value $2,512,905.

    13F-HR 0001398344-25-013845 filed by Kiker 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 64,063 shares
    Change vs previous 13F +1,283 shares

    1.24% of the 13F portfolio, value $1,820,036.

    13F-HR 0001398344-25-009691 filed by Kiker 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 62,780 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,491,658.

    13F-HR 0001398344-25-002402 filed by Kiker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).