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Disclosery

KWB Wealth: FESM position timeline

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

KWB Wealth held 8,453 FESM 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 8,453 shares
    Change vs previous 13F -1,531 shares

    0.03% of the 13F portfolio, value $408,191.

    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 9,984 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $377,196.

    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 9,984 shares
    Change vs previous 13F +371 shares

    0.04% of the 13F portfolio, value $377,196.

    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 9,613 shares
    Change vs previous 13F +2,478 shares

    0.03% of the 13F portfolio, value $307,520.

    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 7,135 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $210,331.

    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).