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Disclosery

KWB Wealth: RECS position timeline

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

KWB Wealth held 635,710 RECS 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 635,710 shares
    Change vs previous 13F +148,675 shares

    2.35% of the 13F portfolio, value $27,513,539.

    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 487,035 shares
    Change vs previous 13F -3,110 shares

    1.97% of the 13F portfolio, value $19,890,519.

    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 490,145 shares
    Change vs previous 13F +160,249 shares

    1.9% of the 13F portfolio, value $20,017,502.

    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 329,896 shares
    Change vs previous 13F +93,615 shares

    1.34% of the 13F portfolio, value $12,136,878.

    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 236,281 shares
    Change vs previous 13F +86,620 shares

    0.95% of the 13F portfolio, value $7,846,906.

    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 149,661 shares
    Change vs previous 13F +108,600 shares

    0.63% of the 13F portfolio, value $5,181,254.

    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 41,061 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,392,379.

    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).