KFG WEALTH MANAGEMENT, LLC historic quarter change: Foreign Bonds: Other Debt, Reduced
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, KFG WEALTH MANAGEMENT, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1919344), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SYLEBRA CAPITAL LLC | United States | $0.774B | 11 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | United States | $0.773B | 501 |
| Gilbert & Cook, Inc. | United States | $0.774B | 221 |
| PLANNING ALTERNATIVES LTD /ADV | United States | $0.775B | 111 |
| Pilgrim Global Advisors LLC | United States | $0.772B | 3 |
| D'Orazio & Associates, Inc. | United States | $0.772B | 299 |
| CANYON CAPITAL ADVISORS LLC | United States | $0.772B | 19 |
| Cardinal Capital Management | United States | $0.776B | 136 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | United States | $0.776B | 157 |
| TWIN CAPITAL MANAGEMENT INC | United States | $0.776B | 271 |