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Disclosery

KWB Wealth: RSP position timeline

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

KWB Wealth held 11,214 RSP 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 11,214 shares
    Change vs previous 13F -286 shares

    0.2% of the 13F portfolio, value $2,386,017.

    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 11,500 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $2,203,023.

    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 11,500 shares
    Change vs previous 13F -630 shares

    0.21% of the 13F portfolio, value $2,203,023.

    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 12,130 shares
    Change vs previous 13F +70 shares

    0.24% of the 13F portfolio, value $2,204,429.

    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 12,060 shares
    Change vs previous 13F -1,064 shares

    0.25% of the 13F portfolio, value $2,089,139.

    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 13,124 shares
    Change vs previous 13F -457 shares

    0.28% of the 13F portfolio, value $2,299,753.

    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 13,581 shares
    Change vs previous 13F -193 shares

    0.3% of the 13F portfolio, value $2,433,217.

    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 13,774 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,262,763.

    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).