KFA Private Wealth Group, LLC DOV — DOVER CORP

Ownership history in KFA Private Wealth Group, LLC  ·  6 quarters on record

AI Ownership Summary

KFA Private Wealth Group, LLC reported DOVER CORP (DOV) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.14% in 2025 Q2. The latest visible filing shows DOV at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KFA Private Wealth Group, LLC's position in DOVER CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

DOV was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KFA Private Wealth Group, LLC held DOV — position size vs. price
% of Fund (quarterly)    DOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,519 — 0% 0.11% $471K 2026-10-07 $188.29
2026 Q2 UNCHANGED — — — 2,519 — 0% 0.14% $565K 2026-07-28 $202.54
2026 Q1 REDUCED — — — 2,519 -17 -0.7% 0.13% $525K 2026-04-20 $220.77
2025 Q4 ADDED — — — 2,536 +18 +0.7% 0.12% $495K 2026-01-07 $197.91
2025 Q3 UNCHANGED — — — 2,518 — 0% 0.12% $420K 2025-10-03 $164.92
2025 Q2 INITIATED — — — 2,518 — — 0.14% $461K 2025-07-24 $184.21

FAQ About KFA Private Wealth Group, LLC and DOV

These are the practical questions this page is built to answer before you even open the full history table.

How long has KFA Private Wealth Group, LLC reported owning DOV?

KFA Private Wealth Group, LLC reported DOV across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported DOV position in KFA Private Wealth Group, LLC's portfolio?

The largest reported portfolio weight for DOV was 0.14% in 2025 Q2.

What is the latest reported DOV position on this page?

The most recent filing on this page is 2026 Q3, when KFA Private Wealth Group, LLC reported 2,519 shares, equal to 0.11% of portfolio, with an estimated market value of $471K.

What does the chart on this DOV ownership page compare?

The chart compares KFA Private Wealth Group, LLC's quarterly DOV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KFA Private Wealth Group, LLC time their DOV position?

Based on 13F filing dates vs. subsequent DOV price moves, KFA Private Wealth Group, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DOV relative to SPY over the holding period was -14.9%.

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