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Disclosery

KWB Wealth: CGIE position timeline

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

KWB Wealth held 170,414 CGIE 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 170,414 shares
    Change vs previous 13F -44,726 shares

    0.54% of the 13F portfolio, value $6,267,809.

    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 215,140 shares
    Change vs previous 13F -2,205 shares

    0.74% of the 13F portfolio, value $7,491,170.

    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 217,345 shares
    Change vs previous 13F +60,346 shares

    0.72% of the 13F portfolio, value $7,567,941.

    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 156,999 shares
    Change vs previous 13F +36,462 shares

    0.57% of the 13F portfolio, value $5,168,421.

    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 120,537 shares
    Change vs previous 13F +36,192 shares

    0.43% of the 13F portfolio, value $3,534,157.

    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 84,345 shares
    Change vs previous 13F +60,945 shares

    0.28% of the 13F portfolio, value $2,320,341.

    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 23,400 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $710,424.

    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).