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Disclosery

KWB Wealth: SLYV position timeline

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

KWB Wealth held 71,378 SLYV 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 71,378 shares
    Change vs previous 13F +61,419 shares

    0.67% of the 13F portfolio, value $7,788,016.

    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 9,959 shares
    Change vs previous 13F -9 shares

    0.09% of the 13F portfolio, value $905,943.

    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 9,968 shares
    Change vs previous 13F -116,147 shares

    0.09% of the 13F portfolio, value $906,784.

    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 126,115 shares
    Change vs previous 13F -16,062 shares

    1.11% of the 13F portfolio, value $10,058,931.

    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 142,177 shares
    Change vs previous 13F -75,926 shares

    1.35% of the 13F portfolio, value $11,146,642.

    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 218,103 shares
    Change vs previous 13F -14,801 shares

    2.3% of the 13F portfolio, value $19,029,472.

    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 232,904 shares
    Change vs previous 13F -7,167 shares

    2.51% of the 13F portfolio, value $20,220,729.

    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 240,071 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $18,799,940.

    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).