KFA Private Wealth Group, LLC DSU — BLACKROCK DEBT STRAT FD INC

Ownership history in KFA Private Wealth Group, LLC  ·  28 quarters on record

AI Ownership Summary

KFA Private Wealth Group, LLC reported BLACKROCK DEBT STRAT FD INC (DSU) in 28 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.13% in 2024 Q2. The latest visible filing shows DSU at 0.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DSU 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 BLACKROCK DEBT STRAT FD INC, 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

DSU was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q2

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

Time in book
Holding Window
2024 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 DSU — position size vs. price
% of Fund (quarterly)    DSU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 16,691 +391 +2.4% 0.04% $150K 2026-10-07 $8.88
2026 Q2 ADDED — — — 16,300 +358 +2.2% 0.04% $158K 2026-07-28 $9.21
2026 Q1 ADDED — — — 15,942 +347 +2.2% 0.04% $153K 2026-04-20 $9.38
2025 Q4 ADDED — — — 15,595 +322 +2.1% 0.04% $159K 2026-01-07 $9.32
2025 Q3 REDUCED 13.9% -1.0% ✅ 15,273 -2,474 -13.9% 0.05% $162K 2025-10-03 $9.31
2025 Q2 REDUCED 16.3% +2.2% ❌ 17,747 -3,452 -16.3% 0.06% $187K 2025-07-24 $9.16
2025 Q1 ADDED — — — 21,199 +389 +1.9% 0.08% $221K 2025-05-07 $8.75
2024 Q4 REDUCED 9.1% -0.2% ✅ 20,810 -2,093 -9.1% 0.09% $224K 2025-01-22 $8.82
2024 Q3 ADDED — — — 22,903 +370 +1.6% 0.12% $253K 2024-10-18 $8.70
2024 Q2 REDUCED 26.5% +4.5% ❌ 22,533 -8,123 -26.5% 0.13% $244K 2024-08-07 $8.44
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DSU

As of 2026 Q3 — sorted by position size

Strong Retirement Solutions LLC 0.07% CoreCap Advisors, LLC 3Y 0.0%

FAQ About KFA Private Wealth Group, LLC and DSU

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 DSU?

KFA Private Wealth Group, LLC reported DSU across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for DSU was 0.13% in 2024 Q2.

What is the latest reported DSU position on this page?

The most recent filing on this page is 2026 Q3, when KFA Private Wealth Group, LLC reported 16,691 shares, equal to 0.04% of portfolio, with an estimated market value of $150K.

What does the chart on this DSU ownership page compare?

The chart compares KFA Private Wealth Group, LLC's quarterly DSU 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 DSU position?

Based on 13F filing dates vs. subsequent DSU price moves, KFA Private Wealth Group, LLC correctly timed 11 out of 27 reported position changes (41%). The annualised alpha on DSU relative to SPY over the holding period was -8.2%.

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