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Astoria Portfolio Advisors LLC.: KBWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Astoria Portfolio Advisors LLC. on KBWB, newest first. How the timeline and the estimate are built.

Astoria Portfolio Advisors LLC. held 88,594 KBWB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,594 shares
    Change vs previous 13F +11,551 shares

    1.39% of the 13F portfolio, value $8,237,436.

    13F-HR 0001931642-26-000005 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 77,043 shares
    Change vs previous 13F +4,432 shares

    1.43% of the 13F portfolio, value $6,700,411.

    13F-HR 0001931642-26-000004 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 72,611 shares
    Change vs previous 13F +33,942 shares

    1.37% of the 13F portfolio, value $6,044,907.

    13F-HR 0001931642-26-000001 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,669 shares
    Change vs previous 13F +33,318 shares

    0.77% of the 13F portfolio, value $2,942,735.

    13F-HR 0001931642-25-000008 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,351 shares
    Change vs previous 13F +5,351 shares

    0.11% of the 13F portfolio, value $398,917.

    13F-HR 0001931642-25-000007 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -15,025 shares

    13F-HR 0001931642-25-000005 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 15,025 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $998,879.

    13F-HR 0001931642-25-000001 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).