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Disclosery

KWB Wealth: IDHQ position timeline

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

KWB Wealth held 542,925 IDHQ 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 542,925 shares
    Change vs previous 13F +526,344 shares

    2.03% of the 13F portfolio, value $23,731,235.

    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 16,581 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $582,824.

    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 16,581 shares
    Change vs previous 13F -333,193 shares

    0.06% of the 13F portfolio, value $582,824.

    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 349,774 shares
    Change vs previous 13F +23,989 shares

    1.28% of the 13F portfolio, value $11,535,534.

    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 325,785 shares
    Change vs previous 13F -243,341 shares

    1.19% of the 13F portfolio, value $9,754,009.

    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 569,126 shares
    Change vs previous 13F +155,222 shares

    1.94% of the 13F portfolio, value $16,117,649.

    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 413,904 shares
    Change vs previous 13F -9,351 shares

    1.63% of the 13F portfolio, value $13,145,604.

    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 423,255 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $12,875,407.

    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).