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Disclosery

KWB Wealth: GOVT position timeline

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

KWB Wealth held 242,255 GOVT 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 242,255 shares
    Change vs previous 13F +224,243 shares

    0.47% of the 13F portfolio, value $5,518,573.

    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 18,012 shares
    Change vs previous 13F -979 shares

    0.04% of the 13F portfolio, value $414,731.

    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 18,991 shares
    Change vs previous 13F +6,671 shares

    0.04% of the 13F portfolio, value $437,263.

    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 12,320 shares
    Change vs previous 13F +1,239 shares

    0.03% of the 13F portfolio, value $283,106.

    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 11,081 shares
    Change vs previous 13F -84,441 shares

    0.03% of the 13F portfolio, value $254,690.

    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 95,522 shares
    Change vs previous 13F -39,745 shares

    0.26% of the 13F portfolio, value $2,195,090.

    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 135,267 shares
    Change vs previous 13F -21,072 shares

    0.39% of the 13F portfolio, value $3,172,007.

    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 156,339 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,528,574.

    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).