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Disclosery

KWB Wealth: EMHC position timeline

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

KWB Wealth held 76,244 EMHC 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 76,244 shares
    Change vs previous 13F +48,102 shares

    0.17% of the 13F portfolio, value $1,939,637.

    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 28,142 shares
    Change vs previous 13F -365 shares

    0.07% of the 13F portfolio, value $716,488.

    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 28,507 shares
    Change vs previous 13F +15,498 shares

    0.07% of the 13F portfolio, value $725,800.

    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 13,009 shares
    Change vs previous 13F +4,035 shares

    0.04% of the 13F portfolio, value $320,146.

    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 8,974 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $216,829.

    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).