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Disclosery

KWB Wealth: SPMO position timeline

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

KWB Wealth held 96,390 SPMO 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 96,390 shares
    Change vs previous 13F -27,100 shares

    1.33% of the 13F portfolio, value $15,570,860.

    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 123,490 shares
    Change vs previous 13F -1,635 shares

    1.46% of the 13F portfolio, value $14,734,876.

    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 125,125 shares
    Change vs previous 13F +60,632 shares

    1.41% of the 13F portfolio, value $14,929,892.

    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 64,493 shares
    Change vs previous 13F +3,868 shares

    0.8% of the 13F portfolio, value $7,253,582.

    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 60,625 shares
    Change vs previous 13F +911 shares

    0.68% of the 13F portfolio, value $5,609,641.

    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 59,714 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $5,673,410.

    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).