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KMT WEALTH MANAGEMENT, LLC: DFAS position timeline

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

KMT WEALTH MANAGEMENT, LLC held 0 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -90,461 shares

    13F-HR 0001104659-26-091013 filed by KMT 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.

  2. period ended2026-03-31
    13F 90,461 shares
    Change vs previous 13F 0 shares

    3.5% of the 13F portfolio, value $6,434,491.

    13F-HR 0001104659-26-059198 filed by KMT 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 90,461 shares
    Change vs previous 13F 0 shares

    3.37% of the 13F portfolio, value $6,302,418.

    13F-HR 0001104659-26-010767 filed by KMT 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 90,461 shares
    Change vs previous 13F 0 shares

    3.34% of the 13F portfolio, value $6,192,960.

    13F-HR 0001104659-25-114459 filed by KMT 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 90,461 shares
    Change vs previous 13F 0 shares

    3.4% of the 13F portfolio, value $5,763,270.

    13F-HR 0001104659-25-078441 filed by KMT 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 90,461 shares
    Change vs previous 13F -5,000 shares

    3.7% of the 13F portfolio, value $5,405,045.

    13F-HR 0001104659-25-049184 filed by KMT 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 95,461 shares
    Change vs previous 13F not available

    4.98% of the 13F portfolio, value $6,212,602.

    13F-HR 0001104659-25-018014 filed by KMT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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