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Disclosery

KWB Wealth: PXH position timeline

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

KWB Wealth held 85,697 PXH 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 85,697 shares
    Change vs previous 13F -2,264 shares

    0.2% of the 13F portfolio, value $2,389,221.

    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 87,961 shares
    Change vs previous 13F -1,163 shares

    0.22% of the 13F portfolio, value $2,270,272.

    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 89,124 shares
    Change vs previous 13F +1,798 shares

    0.22% of the 13F portfolio, value $2,300,296.

    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 87,326 shares
    Change vs previous 13F -1,183 shares

    0.23% of the 13F portfolio, value $2,042,550.

    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 88,509 shares
    Change vs previous 13F -22,355 shares

    0.23% of the 13F portfolio, value $1,924,194.

    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 110,864 shares
    Change vs previous 13F -15,287 shares

    0.27% of the 13F portfolio, value $2,270,486.

    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 126,151 shares
    Change vs previous 13F -17,237 shares

    0.34% of the 13F portfolio, value $2,769,017.

    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 143,388 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,903,606.

    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).