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Disclosery

KWB Wealth: SPYG position timeline

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

KWB Wealth held 798,372 SPYG 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 798,372 shares
    Change vs previous 13F -108,504 shares

    8.13% of the 13F portfolio, value $94,998,320.

    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 906,876 shares
    Change vs previous 13F -75,323 shares

    9.57% of the 13F portfolio, value $96,763,678.

    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 982,199 shares
    Change vs previous 13F -49,709 shares

    9.93% of the 13F portfolio, value $104,800,653.

    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 1,031,908 shares
    Change vs previous 13F -71,634 shares

    10.87% of the 13F portfolio, value $98,361,505.

    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 1,103,542 shares
    Change vs previous 13F -41,274 shares

    10.78% of the 13F portfolio, value $88,691,694.

    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 1,144,816 shares
    Change vs previous 13F -67,461 shares

    12.14% of the 13F portfolio, value $100,629,370.

    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 1,212,277 shares
    Change vs previous 13F -74,963 shares

    12.46% of the 13F portfolio, value $100,546,257.

    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 1,287,240 shares
    Change vs previous 13F not available

    13.44% of the 13F portfolio, value $103,146,566.

    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).