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Disclosery

KWB Wealth: IUSB position timeline

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

KWB Wealth held 533,978 IUSB 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 533,978 shares
    Change vs previous 13F +86,245 shares

    2.11% of the 13F portfolio, value $24,643,066.

    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 447,733 shares
    Change vs previous 13F -8,632 shares

    2.06% of the 13F portfolio, value $20,837,513.

    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 456,365 shares
    Change vs previous 13F -33,323 shares

    2.01% of the 13F portfolio, value $21,239,237.

    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 489,688 shares
    Change vs previous 13F +38,681 shares

    2.5% of the 13F portfolio, value $22,638,268.

    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 451,007 shares
    Change vs previous 13F +196,201 shares

    2.53% of the 13F portfolio, value $20,782,403.

    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 254,806 shares
    Change vs previous 13F -76,914 shares

    1.39% of the 13F portfolio, value $11,517,217.

    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 331,720 shares
    Change vs previous 13F +113,195 shares

    1.94% of the 13F portfolio, value $15,630,665.

    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 218,525 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $9,881,708.

    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).