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Disclosery

KWB Wealth: SPDW position timeline

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

KWB Wealth held 788,912 SPDW 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 788,912 shares
    Change vs previous 13F -41,488 shares

    3.4% of the 13F portfolio, value $39,753,263.

    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 830,400 shares
    Change vs previous 13F -69,312 shares

    3.65% of the 13F portfolio, value $36,878,060.

    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 899,712 shares
    Change vs previous 13F -58,254 shares

    3.78% of the 13F portfolio, value $39,956,192.

    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 957,966 shares
    Change vs previous 13F -96,023 shares

    4.29% of the 13F portfolio, value $38,788,063.

    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 1,053,989 shares
    Change vs previous 13F -42,016 shares

    4.66% of the 13F portfolio, value $38,375,746.

    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 1,096,005 shares
    Change vs previous 13F -57,785 shares

    4.51% of the 13F portfolio, value $37,406,663.

    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 1,153,790 shares
    Change vs previous 13F -43,194 shares

    5.37% of the 13F portfolio, value $43,336,342.

    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 1,196,984 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $41,990,214.

    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).