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Disclosery

KWB Wealth: JIVE position timeline

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

KWB Wealth held 110,823 JIVE 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 110,823 shares
    Change vs previous 13F +22,699 shares

    0.87% of the 13F portfolio, value $10,190,683.

    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 88,124 shares
    Change vs previous 13F -431 shares

    0.7% of the 13F portfolio, value $7,074,443.

    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 88,555 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $7,109,043.

    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).