KDK Private Wealth Management, LLCETFConcentrated long-term

CIK: 0001776910 | Houston, TX

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	58	$125.6M	2026-11-03	SEC ↗
Q2 2026	13F-HR	57	$120.6M	2026-08-13	SEC ↗
Q1 2026	13F-HR	60	$109.3M	2026-04-29	SEC ↗
Q4 2025Amended	13F-HR/A	72	$114.6M	2026-02-11	SEC ↗
Q3 2025	13F-HR	55	$98.7M	2025-11-13	SEC ↗
Q2 2025	13F-HR	57	$93.6M	2025-08-13	SEC ↗
Q1 2025	13F-HR	52	$87.8M	2025-05-06	SEC ↗
Q4 2024	13F-HR	55	$96.3M	2025-02-13	SEC ↗