Skip to content
Disclosery

KWB Wealth: QGRO position timeline

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

KWB Wealth held 15,017 QGRO 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 15,017 shares
    Change vs previous 13F +814 shares

    0.15% of the 13F portfolio, value $1,772,806.

    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 14,203 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,626,575.

    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 14,203 shares
    Change vs previous 13F +29 shares

    0.15% of the 13F portfolio, value $1,626,575.

    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 14,174 shares
    Change vs previous 13F -486 shares

    0.17% of the 13F portfolio, value $1,546,712.

    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 14,660 shares
    Change vs previous 13F +735 shares

    0.17% of the 13F portfolio, value $1,373,241.

    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 13,925 shares
    Change vs previous 13F -107 shares

    0.17% of the 13F portfolio, value $1,388,364.

    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 14,032 shares
    Change vs previous 13F -144 shares

    0.16% of the 13F portfolio, value $1,277,792.

    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 14,176 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,218,747.

    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).