Skip to content
Disclosery

KWB Wealth: EIX position timeline

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

KWB Wealth held 16,824 EIX 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 16,824 shares
    Change vs previous 13F +3,401 shares

    0.11% of the 13F portfolio, value $1,252,572.

    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 13,423 shares
    Change vs previous 13F +434 shares

    0.08% of the 13F portfolio, value $805,662.

    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 12,989 shares
    Change vs previous 13F +99 shares

    0.07% of the 13F portfolio, value $779,613.

    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 12,890 shares
    Change vs previous 13F -602 shares

    0.07% of the 13F portfolio, value $665,137.

    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 13,492 shares
    Change vs previous 13F -1,259 shares

    0.1% of the 13F portfolio, value $794,919.

    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 14,751 shares
    Change vs previous 13F +218 shares

    0.14% of the 13F portfolio, value $1,177,737.

    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 14,533 shares
    Change vs previous 13F -348 shares

    0.16% of the 13F portfolio, value $1,265,698.

    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 14,881 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,068,620.

    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).