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Disclosery

KWB Wealth: SHV position timeline

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

KWB Wealth held 0 SHV shares at 2025-09-30 per its 13F-HR filed 2025-10-08.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -7,772 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 7,772 shares
    Change vs previous 13F +15 shares

    0.1% of the 13F portfolio, value $858,534.

    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).

  3. period ended2025-03-31
    13F 7,757 shares
    Change vs previous 13F -774 shares

    0.1% of the 13F portfolio, value $854,100.

    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).

  4. period ended2024-12-31
    13F 8,531 shares
    Change vs previous 13F +110 shares

    0.12% of the 13F portfolio, value $943,770.

    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).

  5. period ended2024-09-30
    13F 8,421 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $930,538.

    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).