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Disclosery

KWB Wealth: PXF position timeline

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

KWB Wealth held 45,541 PXF 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 45,541 shares
    Change vs previous 13F -4,479 shares

    0.29% of the 13F portfolio, value $3,444,728.

    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 50,020 shares
    Change vs previous 13F -715 shares

    0.32% of the 13F portfolio, value $3,278,576.

    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 50,735 shares
    Change vs previous 13F +1,524 shares

    0.31% of the 13F portfolio, value $3,325,419.

    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 49,211 shares
    Change vs previous 13F -485 shares

    0.31% of the 13F portfolio, value $2,825,667.

    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 49,696 shares
    Change vs previous 13F -4,101 shares

    0.31% of the 13F portfolio, value $2,583,714.

    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 53,797 shares
    Change vs previous 13F -6,210 shares

    0.31% of the 13F portfolio, value $2,576,341.

    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 60,007 shares
    Change vs previous 13F -5,571 shares

    0.39% of the 13F portfolio, value $3,128,153.

    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 65,578 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,192,317.

    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).