Skip to content
Disclosery

Sharp Wealth Advisory, LLC: KCCA position timeline

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

Sharp Wealth Advisory, LLC held 29,479 KCCA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,479 shares
    Change vs previous 13F +11,164 shares

    0.23% of the 13F portfolio, value $501,290.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, 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 18,315 shares
    Change vs previous 13F +2,224 shares

    0.13% of the 13F portfolio, value $271,428.

    13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, 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 16,091 shares
    Change vs previous 13F +572 shares

    0.14% of the 13F portfolio, value $270,490.

    13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, 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 15,519 shares
    Change vs previous 13F -953 shares

    0.14% of the 13F portfolio, value $264,909.

    13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, 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 16,472 shares
    Change vs previous 13F +4,732 shares

    0.16% of the 13F portfolio, value $255,645.

    13F-HR 0001951757-25-000964 filed by Sharp Wealth Advisory, 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 11,740 shares
    Change vs previous 13F +106 shares

    0.15% of the 13F portfolio, value $195,354.

    13F-HR 0001951757-25-000472 filed by Sharp Wealth Advisory, 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 11,634 shares
    Change vs previous 13F -5,066 shares

    0.17% of the 13F portfolio, value $228,259.

    13F-HR 0001951757-25-000075 filed by Sharp Wealth Advisory, 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 16,700 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $360,052.

    13F-HR 0001951757-24-001164 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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