Alphabet Inc.
CH ˙ SWX ˙ US02079K1079
SecurityCH:GOOG / Alphabet Inc.
InstitutionKFA Private Wealth Group, LLC
Latest Disclosed Ownership1,763 shares
Latest Disclosed Value $ 505,863
KFA Private Wealth Group, LLC reports 4.50% decrease in ownership of GOOG / Alphabet Inc.

On April 20, 2026 - KFA Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 1,763 shares of Alphabet Inc. (CH:GOOG) valued at $505,863 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 1,846 shares of Alphabet Inc.. This represents a change in shares of -4.50% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F ALPHABET CAP STK CL C 02079K107 1,763 -83 -4.50 506 -12.78 0.1214
2026-01-07 2025-12-31 13F ALPHABET CAP STK CL C 02079K107 1,846 541 41.46 579 82.65 0.1409
2025-10-03 2025-09-30 13F ALPHABET CAP STK CL C 02079K107 1,305 -143 -9.88 318 23.83 0.0908
2025-07-24 2025-06-30 13F ALPHABET CAP STK CL C 02079K107 1,448 -68 -4.49 257 8.47 0.0796
2025-05-07 2025-03-31 13F ALPHABET CAP STK CL C 02079K107 1,516 191 14.42 237 -6.35 0.0829
2025-01-22 2024-12-31 13F ALPHABET CAP STK CL C 02079K107 1,325 -54 -3.92 252 9.57 0.1057
2024-10-18 2024-09-30 13F ALPHABET CAP STK CL C 02079K107 1,379 -191 -12.17 231 -19.86 0.1100
2024-08-07 2024-06-30 13F ALPHABET CAP STK CL C 02079K107 1,570 -5,426 -77.56 288 -73.05 0.1490
2024-05-01 2024-03-31 13F ALPHABET CAP STK CL C 02079K107 6,996 738 11.79 1,065 20.89 0.3304
2024-02-02 2023-12-31 13F ALPHABET CAP STK CL C 02079K107 6,258 405 6.92 882 14.27 0.3161
2023-10-25 2023-09-30 13F ALPHABET CAP STK CL C 02079K107 5,853 90 1.56 772 10.62 0.3207
2023-07-18 2023-06-30 13F ALPHABET CAP STK CL C 02079K107 5,763 142 2.53 697 19.35 0.2891
2023-05-05 2023-03-31 13F ALPHABET CAP STK CL C 02079K107 5,621 -515 -8.39 585 7.35 0.2662
2023-02-01 2022-12-31 13F ALPHABET CAP STK CL C 02079K107 6,136 -150 -2.39 544 -9.93 0.2779
2022-11-03 2022-09-30 13F ALPHABET CAP STK CL C 02079K107 6,286 5,971 1,895.56 604 -12.34 0.3214
2022-07-18 2022-06-30 13F ALPHABET CAP STK CL C 02079K107 315 -9 -2.78 689 -23.87 0.3810
2022-05-02 2022-03-31 13F ALPHABET CAP STK CL C 02079K107 324 42 14.89 905 10.91 0.4537
2022-01-26 2021-12-31 13F ALPHABET CAP STK CL C 02079K107 282 6 2.17 816 10.87 0.4058
2021-10-18 2021-09-30 13F ALPHABET CAP STK CL C 02079K107 276 -24 -8.00 736 -2.13 0.4028
2021-07-22 2021-06-30 13F ALPHABET CAP STK CL C 02079K107 300 0 0.00 752 21.10 0.4105
2021-05-06 2021-03-31 13F ALPHABET CAP STK CL C 02079K107 300 1 0.33 621 18.51 0.3623
2021-03-08 2020-12-31 13F ALPHABET CAP STK CL C 02079K107 299 -20 -6.27 524 11.73 0.3327
2020-11-04 2020-09-30 13F ALPHABET CAP STK CL C 02079K107 319 21 7.05 469 11.40 0.3516
2020-07-28 2020-06-30 13F ALPHABET CAP STK CL C 02079K107 298 24 8.76 421 31.97 0.4048
2020-04-23 2020-03-31 13F ALPHABET CAP STK CL C 02079K107 274 -56 -16.97 319 -27.66 0.3774
2020-01-28 2019-12-31 13F ALPHABET CAP STK CL C 02079K107 330 330 441 0.4049
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.