KFG Wealth Management, LLC
- SEC CIK
- 0001919344
- Latest filing
- Jul 22, 2026
SRCE holding history
1st Source Corp in every 13F filed by KFG Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SRCE overviewAll 13F holders of SRCEFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,009
- Value
- $327.1K
- % of portfolio
- <0.1%
- Quarters held
- 15
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,009 | $327.1K | <0.1% | +16+0.4% | Added | Holders |
| Q1 2026 | 3,993 | $276.4K | <0.1% | −1,318−24.8% | Reduced | Holders |
| Q4 2025 | 5,311 | $331.9K | <0.1% | +6+0.1% | Added | Holders |
| Q3 2025 | 5,305 | $326.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 5,305 | $329.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 5,305 | $317.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 5,305 | $309.7K | 0.1% | −886−14.3% | Reduced | Holders |
| Q3 2024 | 6,191 | $370.7K | 0.1% | +5+0.1% | Added | Holders |
| Q2 2024 | 6,186 | $331.7K | 0.1% | +6+0.1% | Added | Holders |
| Q1 2024 | 6,180 | $324.0K | 0.1% | +6+0.1% | Added | Holders |
| Q4 2023 | 6,174 | $339.3K | 0.2% | +6+0.1% | Added | Holders |
| Q3 2023 | 6,168 | $259.6K | 0.1% | −66−1.1% | Reduced | Holders |
| Q2 2023 | 6,234 | $261.4K | 0.2% | +7+0.1% | Added | Holders |
| Q1 2023 | 6,227 | $273.4K | 0.2% | +5+0.1% | Added | Holders |
| Q4 2022 | 6,222 | $330.3K | 0.3% | – | No prior filing | Holders |