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Disclosery

KWB Wealth: TGRT position timeline

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

KWB Wealth held 68,743 TGRT 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 68,743 shares
    Change vs previous 13F +16,308 shares

    0.27% of the 13F portfolio, value $3,142,911.

    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 52,435 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $2,320,230.

    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 52,435 shares
    Change vs previous 13F +10,091 shares

    0.22% of the 13F portfolio, value $2,320,230.

    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 42,344 shares
    Change vs previous 13F +9,435 shares

    0.19% of the 13F portfolio, value $1,711,574.

    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 32,909 shares
    Change vs previous 13F +6,497 shares

    0.14% of the 13F portfolio, value $1,128,793.

    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 26,412 shares
    Change vs previous 13F +15,845 shares

    0.12% of the 13F portfolio, value $1,000,206.

    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 10,567 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $379,144.

    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).