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Disclosery

KWB Wealth: SLYG position timeline

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

KWB Wealth held 75,460 SLYG 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 75,460 shares
    Change vs previous 13F -513 shares

    0.77% of the 13F portfolio, value $8,989,558.

    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 75,973 shares
    Change vs previous 13F -8,179 shares

    0.71% of the 13F portfolio, value $7,155,866.

    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 84,152 shares
    Change vs previous 13F -150,677 shares

    0.75% of the 13F portfolio, value $7,926,235.

    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 234,829 shares
    Change vs previous 13F +60,362 shares

    2.3% of the 13F portfolio, value $20,841,077.

    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 174,467 shares
    Change vs previous 13F -16,866 shares

    1.76% of the 13F portfolio, value $14,480,741.

    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 191,333 shares
    Change vs previous 13F -14,735 shares

    2.09% of the 13F portfolio, value $17,286,980.

    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 206,068 shares
    Change vs previous 13F -7,593 shares

    2.38% of the 13F portfolio, value $19,187,007.

    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 213,661 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $18,344,960.

    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).