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Disclosery

Kingdom Financial Group LLC.: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingdom Financial Group LLC. on IWY, newest first. How the timeline and the estimate are built.

Kingdom Financial Group LLC. held 181,309 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,309 shares
    Change vs previous 13F +13,048 shares

    13.46% of the 13F portfolio, value $52,692,098.

    13F-HR 0001962236-26-000004 filed by Kingdom Financial Group 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 168,261 shares
    Change vs previous 13F +13,693 shares

    11.98% of the 13F portfolio, value $41,870,005.

    13F-HR 0001962236-26-000003 filed by Kingdom Financial Group 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 154,568 shares
    Change vs previous 13F +92,214 shares

    13.23% of the 13F portfolio, value $42,806,046.

    13F-HR 0001962236-26-000001 filed by Kingdom Financial Group 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 62,354 shares
    Change vs previous 13F +11,561 shares

    10.43% of the 13F portfolio, value $17,063,028.

    13F-HR 0001962236-25-000005 filed by Kingdom Financial Group 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 50,793 shares
    Change vs previous 13F -36,069 shares

    10.94% of the 13F portfolio, value $12,520,864.

    13F-HR 0001911391-25-000008 filed by Kingdom Financial Group 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 86,862 shares
    Change vs previous 13F -5,537 shares

    13.43% of the 13F portfolio, value $18,322,679.

    13F-HR 0001962236-25-000002 filed by Kingdom Financial Group 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 92,399 shares
    Change vs previous 13F -7,000 shares

    14.86% of the 13F portfolio, value $21,738,894.

    13F-HR 0001962236-25-000001 filed by Kingdom Financial Group 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 99,399 shares
    Change vs previous 13F not available

    6.49% of the 13F portfolio, value $8,677,709.

    13F-HR 0001962236-24-000006 filed by Kingdom Financial Group LLC.
    Filed (acceptance time not in the bulk data set), ingested

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