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Disclosery

KWB Wealth: QEFA position timeline

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

KWB Wealth held 156,893 QEFA 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 156,893 shares
    Change vs previous 13F -3,637 shares

    1.29% of the 13F portfolio, value $15,064,095.

    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 160,530 shares
    Change vs previous 13F 0 shares

    1.44% of the 13F portfolio, value $14,555,222.

    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 160,530 shares
    Change vs previous 13F +2,181 shares

    1.38% of the 13F portfolio, value $14,555,222.

    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 158,349 shares
    Change vs previous 13F -4,451 shares

    1.49% of the 13F portfolio, value $13,513,497.

    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 162,800 shares
    Change vs previous 13F +1,838 shares

    1.56% of the 13F portfolio, value $12,854,044.

    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 160,962 shares
    Change vs previous 13F +3,871 shares

    1.41% of the 13F portfolio, value $11,671,361.

    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 157,091 shares
    Change vs previous 13F +2,569 shares

    1.57% of the 13F portfolio, value $12,642,874.

    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 154,522 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $11,548,947.

    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).