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Disclosery

KWB Wealth: AVUS position timeline

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

KWB Wealth held 35,602 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,602 shares
    Change vs previous 13F -1,986 shares

    0.39% of the 13F portfolio, value $4,559,936.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 37,588 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $4,201,587.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 37,588 shares
    Change vs previous 13F +1,598 shares

    0.4% of the 13F portfolio, value $4,201,587.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 35,990 shares
    Change vs previous 13F -42 shares

    0.4% of the 13F portfolio, value $3,628,512.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 36,032 shares
    Change vs previous 13F +1,378 shares

    0.4% of the 13F portfolio, value $3,328,636.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 34,654 shares
    Change vs previous 13F -1,184 shares

    0.41% of the 13F portfolio, value $3,359,012.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 35,838 shares
    Change vs previous 13F +2,632 shares

    0.42% of the 13F portfolio, value $3,409,986.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 33,206 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,994,849.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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