Skip to content
Disclosery

KWB Wealth: SPMD position timeline

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

KWB Wealth held 139,488 SPMD 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 139,488 shares
    Change vs previous 13F +17,132 shares

    0.81% of the 13F portfolio, value $9,423,807.

    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 122,356 shares
    Change vs previous 13F -310 shares

    0.7% of the 13F portfolio, value $7,085,643.

    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 122,666 shares
    Change vs previous 13F +15,003 shares

    0.67% of the 13F portfolio, value $7,103,583.

    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 107,663 shares
    Change vs previous 13F -7,339 shares

    0.65% of the 13F portfolio, value $5,854,706.

    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 115,002 shares
    Change vs previous 13F -29,077 shares

    0.72% of the 13F portfolio, value $5,885,797.

    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 144,079 shares
    Change vs previous 13F -12,763 shares

    0.95% of the 13F portfolio, value $7,879,664.

    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 156,842 shares
    Change vs previous 13F -10,664 shares

    1.06% of the 13F portfolio, value $8,576,147.

    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 167,506 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $8,593,053.

    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).