KFA Private Wealth Group, LLC TCHP — T ROWE PRICE EXCHANGE-TRADED

Ownership history in KFA Private Wealth Group, LLC  ·  2 quarters on record

AI Ownership Summary

KFA Private Wealth Group, LLC reported T ROWE PRICE EXCHANGE-TRADED (TCHP) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.06% in 2026 Q3. The latest visible filing shows TCHP at 0.06% 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 TCHP 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 T ROWE PRICE EXCHANGE-TRADED, 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

TCHP was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q3

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

Time in book
Holding Window
2026 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 TCHP — position size vs. price
% of Fund (quarterly)    TCHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 4,551 +253 +5.9% 0.06% $234K 2026-10-07 $52.80
2026 Q2 INITIATED — — — 4,298 — — 0.05% $215K 2026-07-28 $47.87

FAQ About KFA Private Wealth Group, LLC and TCHP

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 TCHP?

KFA Private Wealth Group, LLC reported TCHP across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

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

The largest reported portfolio weight for TCHP was 0.06% in 2026 Q3.

What is the latest reported TCHP position on this page?

The most recent filing on this page is 2026 Q3, when KFA Private Wealth Group, LLC reported 4,551 shares, equal to 0.06% of portfolio, with an estimated market value of $234K.

What does the chart on this TCHP ownership page compare?

The chart compares KFA Private Wealth Group, LLC's quarterly TCHP 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.

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