KMLM — KRANESHARES MOUNT LCS

Ownership history in ORG Wealth Partners, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which ORG Wealth Partners, LLC reported a position in KRANESHARES MOUNT LCS (KMLM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.23% (2025 Q1)
Avg. % of fund
0.2%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,714 +391 +1.3% 0.19% $797K $25.95
2025 Q3 REDUCED 30,323 -11 -0.0% 0.17% $817K $25.63
2025 Q2 ADDED 30,334 +2,270 +8.1% 0.19% $801K $25.10
2025 Q1 ADDED 28,064 +5,652 +25.2% 0.23% $763K $25.97
2024 Q4 REDUCED 22,412 -128 -0.6% 0.19% $630K $26.75
2024 Q3 INITIATED 22,540 — — 0.22% $659K $27.60
% of Fund (quarterly)    KMLM price (monthly, adj. close)

Other funds also holding KMLM

As of 2025 Q4 — sorted by position size

Ted Buchan & Co 2.66% Longview Financial Advisors, Inc. 2.24% Sound Financial Strategies Group, LLC 3Y 1.45% Latitude Advisors, LLC 3Y 0.9% Andina Capital Management, LLC 0.56% FMA Wealth Management, LLC 0.39% KITCHING PARTNERS, LLC 0.36% NVWM, LLC 3Y 7Y 0.33% WFA of San Diego, LLC 3Y 0.31% Fermata Advisors, LLC 3Y 0.17%
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