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Disclosery

KWB Wealth: OAKM position timeline

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

KWB Wealth held 486,376 OAKM 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 486,376 shares
    Change vs previous 13F +130,893 shares

    1.17% of the 13F portfolio, value $13,701,221.

    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 355,483 shares
    Change vs previous 13F -1,548 shares

    1% of the 13F portfolio, value $10,081,501.

    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 357,031 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $10,125,399.

    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).