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Disclosery

KWB Wealth: SPYM position timeline

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

KWB Wealth held 1,720,975 SPYM 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 1,720,975 shares
    Change vs previous 13F +615,232 shares

    12.94% of the 13F portfolio, value $151,239,272.

    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 1,105,743 shares
    Change vs previous 13F -8,199 shares

    8.77% of the 13F portfolio, value $88,702,724.

    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 1,113,942 shares
    Change vs previous 13F +115,164 shares

    8.46% of the 13F portfolio, value $89,360,409.

    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 998,778 shares
    Change vs previous 13F -279,454 shares

    8.02% of the 13F portfolio, value $72,601,171.

    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 1,278,232 shares
    Change vs previous 13F -86,369 shares

    10.22% of the 13F portfolio, value $84,056,547.

    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 1,364,601 shares
    Change vs previous 13F +34,965 shares

    11.35% of the 13F portfolio, value $94,075,573.

    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 1,329,636 shares
    Change vs previous 13F -29,655 shares

    11.12% of the 13F portfolio, value $89,763,732.

    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 1,359,291 shares
    Change vs previous 13F not available

    11.34% of the 13F portfolio, value $86,994,596.

    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).