KFG WEALTH MANAGEMENT, LLC

Position in LKFN — Lakeland Financial Corp

CIK 1919344 GRANGER, IN

Position in LKFN

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$421,362

+$29,629 QoQ

Shares Held

6,827

0.0% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#123

of 255 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KFG WEALTH MANAGEMENT, LLC holds $1,282,959 across 3 Banks - Regional names. LKFN ranks #2 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	2,171	$534,543
2	LKFN	Lakeland Financial Corp This page	6,827	$421,362
3	SRCE	1St Source Corp	4,009	$327,054

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$421,362	6,827	0.0%	Shares	Sole	2026-07-22
2026-03-31	$391,733	6,827	0.0%	Shares	Sole	2026-04-20
2025-12-31	$389,548	6,827	-46.8%	Shares	Sole	2026-01-21
2025-09-30	$823,493	12,827	-0.1%	Shares	Sole	2025-10-07
2025-06-30	$788,833	12,837	+2.5%	Shares	Sole	2025-07-14
2025-03-31	$744,604	12,527	-0.2%	Shares	Sole	2025-04-11
2024-12-31	$862,662	12,546	-10.7%	Shares	Sole	2025-01-21
2024-09-30	$914,675	14,046	-6.5%	Shares	Sole	2024-10-15
2024-06-30	$924,461	15,027	0.0%	Shares	Sole	2024-07-19
2024-03-31	$996,590	15,027	-14.3%	Shares	Sole	2024-04-19
2023-12-31	$1,142,059	17,527	-22.2%	Shares	Sole	2024-01-31
2023-09-30	$1,069,131	22,527	0.0%	Shares	Sole	2023-10-17
2023-06-30	$1,093,010	22,527	+72.2%	Shares	Sole	2023-07-18
2023-03-31	$819,519	13,083	0.0%	Shares	Sole	2023-04-14
2022-12-31	$954,666	13,083	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.