KFA Private Wealth Group, LLC VSEC — VSE CORP

Ownership history in KFA Private Wealth Group, LLC  ·  8 quarters on record

AI Ownership Summary

KFA Private Wealth Group, LLC reported VSE CORP (VSEC) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.09% in 2025 Q3. The latest visible filing shows VSEC at 0.05% 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 VSEC 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 VSE 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

VSEC was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 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 VSEC — position size vs. price
% of Fund (quarterly)    VSEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 1,300 -100 -7.1% 0.05% $214K 2026-10-07 $167.34
2026 Q2 UNCHANGED — — — 1,400 — 0% 0.08% $320K 2026-07-28 $199.33
2026 Q1 REDUCED 22.2% +21.6% ❌ 1,400 -400 -22.2% 0.06% $258K 2026-04-20 $224.98
2025 Q4 REDUCED 10.0% +6.8% ❌ 1,800 -200 -10.0% 0.08% $311K 2026-01-07 $195.00
2025 Q3 REDUCED 9.1% +7.6% ❌ 2,000 -200 -9.1% 0.09% $332K 2025-10-03 $163.96
2025 Q2 UNCHANGED — — — 2,200 — 0% 0.09% $288K 2025-07-24 $133.81
2025 Q1 UNCHANGED — — — 2,200 — 0% 0.09% $264K 2025-05-07 $126.92
2024 Q4 INITIATED — — — 2,200 — — 0.09% $209K 2025-01-22 $105.24

FAQ About KFA Private Wealth Group, LLC and VSEC

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 VSEC?

KFA Private Wealth Group, LLC reported VSEC across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

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

The largest reported portfolio weight for VSEC was 0.09% in 2025 Q3.

What is the latest reported VSEC position on this page?

The most recent filing on this page is 2026 Q3, when KFA Private Wealth Group, LLC reported 1,300 shares, equal to 0.05% of portfolio, with an estimated market value of $214K.

What does the chart on this VSEC ownership page compare?

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

Based on 13F filing dates vs. subsequent VSEC price moves, KFA Private Wealth Group, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on VSEC relative to SPY over the holding period was +3515.3%.

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