Skip to content
Disclosery

KWB Wealth: PRF position timeline

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

KWB Wealth held 69,628 PRF 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 69,628 shares
    Change vs previous 13F -10,521 shares

    0.32% of the 13F portfolio, value $3,762,014.

    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 80,149 shares
    Change vs previous 13F -3,153 shares

    0.37% of the 13F portfolio, value $3,760,570.

    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 83,302 shares
    Change vs previous 13F +9,498 shares

    0.37% of the 13F portfolio, value $3,908,522.

    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 73,804 shares
    Change vs previous 13F +2,561 shares

    0.34% of the 13F portfolio, value $3,119,686.

    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 71,243 shares
    Change vs previous 13F -6,987 shares

    0.35% of the 13F portfolio, value $2,878,925.

    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 78,230 shares
    Change vs previous 13F -3,184 shares

    0.38% of the 13F portfolio, value $3,155,800.

    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 81,414 shares
    Change vs previous 13F -12,163 shares

    0.41% of the 13F portfolio, value $3,307,871.

    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 93,577 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,551,243.

    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).