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Disclosery

KWB Wealth: GTO position timeline

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

KWB Wealth held 352,169 GTO 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 352,169 shares
    Change vs previous 13F +102,132 shares

    1.41% of the 13F portfolio, value $16,506,170.

    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 250,037 shares
    Change vs previous 13F -731 shares

    1.17% of the 13F portfolio, value $11,856,766.

    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 250,768 shares
    Change vs previous 13F -507,217 shares

    1.13% of the 13F portfolio, value $11,891,418.

    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 757,985 shares
    Change vs previous 13F -12,162 shares

    3.93% of the 13F portfolio, value $35,541,899.

    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 770,147 shares
    Change vs previous 13F -9,198 shares

    4.39% of the 13F portfolio, value $36,143,003.

    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 779,345 shares
    Change vs previous 13F -3,875 shares

    4.36% of the 13F portfolio, value $36,161,609.

    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 783,220 shares
    Change vs previous 13F -11,718 shares

    4.69% of the 13F portfolio, value $37,829,546.

    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 794,938 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $36,853,318.

    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).