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Disclosery

KWB Wealth: JBND position timeline

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

KWB Wealth held 388,588 JBND 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 388,588 shares
    Change vs previous 13F +116,238 shares

    1.78% of the 13F portfolio, value $20,789,466.

    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 272,350 shares
    Change vs previous 13F -1,421 shares

    1.46% of the 13F portfolio, value $14,725,951.

    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 273,771 shares
    Change vs previous 13F +120,057 shares

    1.4% of the 13F portfolio, value $14,802,824.

    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 153,714 shares
    Change vs previous 13F +46,782 shares

    0.91% of the 13F portfolio, value $8,237,543.

    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 106,932 shares
    Change vs previous 13F +52,173 shares

    0.7% of the 13F portfolio, value $5,722,997.

    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 54,759 shares
    Change vs previous 13F +45,889 shares

    0.35% of the 13F portfolio, value $2,861,148.

    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 8,870 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $484,732.

    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).