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Disclosery

KWB Wealth: SPAB position timeline

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

KWB Wealth held 309,572 SPAB 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 309,572 shares
    Change vs previous 13F +58,838 shares

    0.68% of the 13F portfolio, value $7,900,272.

    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 250,734 shares
    Change vs previous 13F -4,894 shares

    0.64% of the 13F portfolio, value $6,456,396.

    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 255,628 shares
    Change vs previous 13F -1,514,732 shares

    0.62% of the 13F portfolio, value $6,582,420.

    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 1,770,360 shares
    Change vs previous 13F -203,529 shares

    5.01% of the 13F portfolio, value $45,321,223.

    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 1,973,889 shares
    Change vs previous 13F -477,882 shares

    6.13% of the 13F portfolio, value $50,413,116.

    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 2,451,771 shares
    Change vs previous 13F -54,218 shares

    7.39% of the 13F portfolio, value $61,269,750.

    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 2,505,989 shares
    Change vs previous 13F -50,728 shares

    8.12% of the 13F portfolio, value $65,506,546.

    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 2,556,717 shares
    Change vs previous 13F not available

    8.36% of the 13F portfolio, value $64,148,041.

    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).