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Disclosery

KWB Wealth: PRFZ position timeline

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

KWB Wealth held 27,177 PRFZ 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 27,177 shares
    Change vs previous 13F +185 shares

    0.13% of the 13F portfolio, value $1,515,658.

    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 26,992 shares
    Change vs previous 13F -354 shares

    0.12% of the 13F portfolio, value $1,238,647.

    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 27,346 shares
    Change vs previous 13F +3,116 shares

    0.12% of the 13F portfolio, value $1,254,916.

    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 24,230 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $985,424.

    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 24,229 shares
    Change vs previous 13F -4,720 shares

    0.11% of the 13F portfolio, value $917,318.

    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 28,949 shares
    Change vs previous 13F -4,214 shares

    0.15% of the 13F portfolio, value $1,204,588.

    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 33,163 shares
    Change vs previous 13F -4,466 shares

    0.17% of the 13F portfolio, value $1,377,909.

    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 37,629 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,435,156.

    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).