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Disclosery

KWB Wealth: GSY position timeline

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

KWB Wealth held 8,990 GSY 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 8,990 shares
    Change vs previous 13F +317 shares

    0.04% of the 13F portfolio, value $450,826.

    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 8,673 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $435,830.

    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 8,673 shares
    Change vs previous 13F +188 shares

    0.04% of the 13F portfolio, value $435,830.

    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 8,485 shares
    Change vs previous 13F +98 shares

    0.05% of the 13F portfolio, value $425,435.

    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 8,387 shares
    Change vs previous 13F +100 shares

    0.05% of the 13F portfolio, value $420,342.

    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 8,287 shares
    Change vs previous 13F +106 shares

    0.05% of the 13F portfolio, value $415,238.

    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 8,181 shares
    Change vs previous 13F +2,076 shares

    0.05% of the 13F portfolio, value $410,510.

    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 6,105 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $304,638.

    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).