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Disclosery

Crown Wealth Group, LLC: KBWB position timeline

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

Crown Wealth Group, LLC held 2,820 KBWB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,820 shares
    Change vs previous 13F -430 shares

    0.07% of the 13F portfolio, value $262,188.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 3,250 shares
    Change vs previous 13F -64,965 shares

    0.08% of the 13F portfolio, value $257,140.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 68,215 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $5,749,875.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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