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Disclosery

KWB Wealth: THRO position timeline

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

KWB Wealth held 227,816 THRO 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 227,816 shares
    Change vs previous 13F -144,705 shares

    0.84% of the 13F portfolio, value $9,821,142.

    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 372,521 shares
    Change vs previous 13F -4,916 shares

    1.42% of the 13F portfolio, value $14,364,400.

    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 377,437 shares
    Change vs previous 13F +44,850 shares

    1.38% of the 13F portfolio, value $14,553,971.

    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 332,587 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $11,833,450.

    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).