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Disclosery

KWB Wealth: SPSM position timeline

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

KWB Wealth held 452,815 SPSM 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 452,815 shares
    Change vs previous 13F -96,016 shares

    2.23% of the 13F portfolio, value $26,113,862.

    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 548,831 shares
    Change vs previous 13F -55,083 shares

    2.54% of the 13F portfolio, value $25,718,221.

    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 603,914 shares
    Change vs previous 13F +425,076 shares

    2.68% of the 13F portfolio, value $28,299,418.

    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 178,838 shares
    Change vs previous 13F +2,759 shares

    0.84% of the 13F portfolio, value $7,618,514.

    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 176,079 shares
    Change vs previous 13F -56,665 shares

    0.87% of the 13F portfolio, value $7,176,990.

    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 232,744 shares
    Change vs previous 13F -19,055 shares

    1.26% of the 13F portfolio, value $10,454,843.

    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 251,799 shares
    Change vs previous 13F -20,434 shares

    1.42% of the 13F portfolio, value $11,459,363.

    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 272,233 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $11,305,844.

    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).