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Disclosery

KWB Wealth: IEMG position timeline

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

KWB Wealth held 315,752 IEMG 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 315,752 shares
    Change vs previous 13F -89,233 shares

    2.24% of the 13F portfolio, value $26,156,886.

    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 404,985 shares
    Change vs previous 13F -5,406 shares

    2.69% of the 13F portfolio, value $27,223,071.

    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 410,391 shares
    Change vs previous 13F +404,645 shares

    2.61% of the 13F portfolio, value $27,586,486.

    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 5,746 shares
    Change vs previous 13F -1,921 shares

    0.04% of the 13F portfolio, value $344,957.

    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 7,667 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $413,802.

    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 7,653 shares
    Change vs previous 13F +265 shares

    0.05% of the 13F portfolio, value $399,653.

    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 7,388 shares
    Change vs previous 13F -587 shares

    0.05% of the 13F portfolio, value $424,149.

    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 7,975 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $426,905.

    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).