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SFG Wealth Management, LLC.: OUNZ position timeline

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

SFG Wealth Management, LLC. held 155,892 OUNZ 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 155,892 shares
    Change vs previous 13F -96,794 shares

    2.16% of the 13F portfolio, value $6,015,872.

    13F-HR 0001908914-26-000005 filed by SFG 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 252,686 shares
    Change vs previous 13F +72,844 shares

    4.69% of the 13F portfolio, value $11,383,500.

    13F-HR 0001908914-26-000003 filed by SFG 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 179,842 shares
    Change vs previous 13F +27,792 shares

    2.93% of the 13F portfolio, value $7,459,844.

    13F-HR 0001908914-26-000002 filed by SFG 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 152,050 shares
    Change vs previous 13F +51,534 shares

    2.45% of the 13F portfolio, value $5,654,739.

    13F-HR 0001908914-25-000005 filed by SFG 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 100,516 shares
    Change vs previous 13F +3,752 shares

    1.94% of the 13F portfolio, value $3,205,459.

    13F-HR 0001085146-25-004187 filed by SFG 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 96,764 shares
    Change vs previous 13F +14,634 shares

    1.42% of the 13F portfolio, value $2,916,464.

    13F-HR 0001085146-25-002300 filed by SFG 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 82,130 shares
    Change vs previous 13F -6,821 shares

    1.09% of the 13F portfolio, value $2,077,902.

    13F-HR 0001085146-25-000281 filed by SFG 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 88,951 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,258,470.

    13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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