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Disclosery

KWB Wealth: PAAA position timeline

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

KWB Wealth held 15,231 PAAA 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 15,231 shares
    Change vs previous 13F -15,038 shares

    0.07% of the 13F portfolio, value $780,893.

    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 30,269 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,551,568.

    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 30,269 shares
    Change vs previous 13F -20,084 shares

    0.15% of the 13F portfolio, value $1,551,568.

    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 50,353 shares
    Change vs previous 13F -1,417 shares

    0.29% of the 13F portfolio, value $2,590,684.

    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 51,770 shares
    Change vs previous 13F +11,352 shares

    0.32% of the 13F portfolio, value $2,656,340.

    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 40,418 shares
    Change vs previous 13F -6,793 shares

    0.25% of the 13F portfolio, value $2,069,422.

    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 47,211 shares
    Change vs previous 13F +17,304 shares

    0.3% of the 13F portfolio, value $2,419,095.

    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 29,907 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,528,401.

    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).