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Disclosery

KWB Wealth: CGMS position timeline

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

KWB Wealth held 527,423 CGMS 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 527,423 shares
    Change vs previous 13F +169,146 shares

    1.23% of the 13F portfolio, value $14,414,475.

    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 358,277 shares
    Change vs previous 13F -198 shares

    0.98% of the 13F portfolio, value $9,895,598.

    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 358,475 shares
    Change vs previous 13F +190,961 shares

    0.94% of the 13F portfolio, value $9,901,069.

    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 167,514 shares
    Change vs previous 13F +66,937 shares

    0.51% of the 13F portfolio, value $4,626,744.

    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 100,577 shares
    Change vs previous 13F -68,800 shares

    0.33% of the 13F portfolio, value $2,745,747.

    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 169,377 shares
    Change vs previous 13F +71,824 shares

    0.56% of the 13F portfolio, value $4,620,596.

    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 97,553 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,715,886.

    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).