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Disclosery

KWB Wealth: SPYV position timeline

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

KWB Wealth held 1,365,288 SPYV 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 1,365,288 shares
    Change vs previous 13F -262,271 shares

    7.1% of the 13F portfolio, value $82,995,879.

    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 1,627,559 shares
    Change vs previous 13F -124,502 shares

    9.15% of the 13F portfolio, value $92,461,609.

    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 1,752,061 shares
    Change vs previous 13F +123,419 shares

    9.43% of the 13F portfolio, value $99,534,589.

    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 1,628,642 shares
    Change vs previous 13F +159,093 shares

    9.42% of the 13F portfolio, value $85,243,138.

    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 1,469,549 shares
    Change vs previous 13F -50,310 shares

    9.12% of the 13F portfolio, value $75,049,879.

    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 1,519,859 shares
    Change vs previous 13F -61,871 shares

    9.38% of the 13F portfolio, value $77,725,585.

    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 1,581,730 shares
    Change vs previous 13F -59,357 shares

    10.36% of the 13F portfolio, value $83,610,241.

    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 1,641,087 shares
    Change vs previous 13F not available

    10.43% of the 13F portfolio, value $79,986,578.

    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).