Position in PATK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,134,370
-$100,173 QoQ
Shares Held
12,635
+13.7% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#133
of 329 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PATK Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026KFG WEALTH MANAGEMENT, LLC holds $1,134,370 across 1 Recreational Vehicles name. PATK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PATK |
Patrick Industries Inc
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|
12,635 | $1,134,370 |
All Filings in PATK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134,370 | 12,635 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,234,543 | 11,115 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,113,901 | 10,273 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,084,773 | 10,488 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $961,545 | 10,421 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $681,976 | 8,065 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $700,862 | 8,436 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,618,746 | 11,370 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,253,644 | 11,549 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,379,759 | 11,549 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $712,083 | 7,096 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $805,468 | 10,731 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $569,039 | 7,113 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $511,051 | 7,427 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $428,866 | 7,077 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||