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Disclosery

KWB Wealth: EMXF position timeline

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

KWB Wealth held 3,823 EMXF 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 3,823 shares
    Change vs previous 13F -2,185 shares

    0.02% of the 13F portfolio, value $221,523.

    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 6,008 shares
    Change vs previous 13F -381 shares

    0.03% of the 13F portfolio, value $279,562.

    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 6,389 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $297,290.

    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).