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Disclosery

KWB Wealth: SPEM position timeline

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

KWB Wealth held 476,296 SPEM 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 476,296 shares
    Change vs previous 13F +40 shares

    2.11% of the 13F portfolio, value $24,662,620.

    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 476,256 shares
    Change vs previous 13F -34,925 shares

    2.21% of the 13F portfolio, value $22,293,535.

    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 511,181 shares
    Change vs previous 13F -385,010 shares

    2.27% of the 13F portfolio, value $23,928,379.

    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 896,191 shares
    Change vs previous 13F +314,438 shares

    4.23% of the 13F portfolio, value $38,303,197.

    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 581,753 shares
    Change vs previous 13F +119,475 shares

    2.78% of the 13F portfolio, value $22,903,617.

    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 462,278 shares
    Change vs previous 13F -7,169 shares

    2.14% of the 13F portfolio, value $17,737,606.

    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 469,447 shares
    Change vs previous 13F -70,317 shares

    2.4% of the 13F portfolio, value $19,378,782.

    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 539,764 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $20,332,904.

    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).