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Disclosery

KWB Wealth: SPIP position timeline

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

KWB Wealth held 24,674 SPIP 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 24,674 shares
    Change vs previous 13F +573 shares

    0.05% of the 13F portfolio, value $633,621.

    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 24,101 shares
    Change vs previous 13F -602 shares

    0.06% of the 13F portfolio, value $625,416.

    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 24,703 shares
    Change vs previous 13F +4,854 shares

    0.06% of the 13F portfolio, value $641,049.

    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 19,849 shares
    Change vs previous 13F +863 shares

    0.06% of the 13F portfolio, value $517,272.

    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 18,986 shares
    Change vs previous 13F +1,528 shares

    0.06% of the 13F portfolio, value $500,861.

    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 17,458 shares
    Change vs previous 13F -899 shares

    0.05% of the 13F portfolio, value $441,859.

    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 18,357 shares
    Change vs previous 13F -7,074 shares

    0.06% of the 13F portfolio, value $482,419.

    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 25,431 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $646,448.

    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).