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Disclosery

KWB Wealth: IUSV position timeline

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

KWB Wealth held 2,933 IUSV 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 2,933 shares
    Change vs previous 13F +116 shares

    0.03% of the 13F portfolio, value $323,032.

    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 2,817 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $288,852.

    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 2,817 shares
    Change vs previous 13F +209 shares

    0.03% of the 13F portfolio, value $288,852.

    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 2,608 shares
    Change vs previous 13F +430 shares

    0.03% of the 13F portfolio, value $246,751.

    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 2,178 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $201,008.

    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 2,179 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $201,754.

    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).