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Disclosery

KWB Wealth: JPEM position timeline

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

KWB Wealth held 156,463 JPEM 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 156,463 shares
    Change vs previous 13F -2,728 shares

    0.84% of the 13F portfolio, value $9,822,750.

    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 159,191 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $9,667,659.

    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 159,191 shares
    Change vs previous 13F +1,716 shares

    0.92% of the 13F portfolio, value $9,667,659.

    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 157,475 shares
    Change vs previous 13F +4,637 shares

    0.98% of the 13F portfolio, value $8,883,596.

    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 152,838 shares
    Change vs previous 13F +2,278 shares

    0.98% of the 13F portfolio, value $8,057,744.

    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 150,560 shares
    Change vs previous 13F +4,856 shares

    0.94% of the 13F portfolio, value $7,811,447.

    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 145,704 shares
    Change vs previous 13F +5,451 shares

    1.02% of the 13F portfolio, value $8,251,004.

    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 140,253 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $7,584,887.

    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).