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Disclosery

KWB Wealth: SPTL position timeline

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

KWB Wealth held 331,642 SPTL 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 331,642 shares
    Change vs previous 13F +93,443 shares

    0.74% of the 13F portfolio, value $8,698,973.

    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 238,199 shares
    Change vs previous 13F -4,304 shares

    0.62% of the 13F portfolio, value $6,305,127.

    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 242,503 shares
    Change vs previous 13F +2,426 shares

    0.61% of the 13F portfolio, value $6,419,054.

    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 240,077 shares
    Change vs previous 13F +35,596 shares

    0.71% of the 13F portfolio, value $6,381,253.

    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 204,481 shares
    Change vs previous 13F +106,045 shares

    0.68% of the 13F portfolio, value $5,574,144.

    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 98,436 shares
    Change vs previous 13F +15,972 shares

    0.31% of the 13F portfolio, value $2,578,034.

    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 82,464 shares
    Change vs previous 13F -35,892 shares

    0.3% of the 13F portfolio, value $2,397,228.

    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 118,356 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,221,647.

    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).