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Disclosery

KWB Wealth: ISCF position timeline

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

KWB Wealth held 51,346 ISCF 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 51,346 shares
    Change vs previous 13F +17,197 shares

    0.19% of the 13F portfolio, value $2,222,752.

    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 34,149 shares
    Change vs previous 13F -182 shares

    0.14% of the 13F portfolio, value $1,416,497.

    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 34,331 shares
    Change vs previous 13F +11,364 shares

    0.13% of the 13F portfolio, value $1,424,047.

    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 22,967 shares
    Change vs previous 13F +1,095 shares

    0.1% of the 13F portfolio, value $890,417.

    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 21,872 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $736,660.

    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).