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Disclosery

KWB Wealth: VOO position timeline

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

KWB Wealth held 18,293 VOO 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 18,293 shares
    Change vs previous 13F -746 shares

    1.07% of the 13F portfolio, value $12,563,968.

    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 19,039 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $11,939,963.

    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 19,039 shares
    Change vs previous 13F -273 shares

    1.13% of the 13F portfolio, value $11,939,963.

    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 19,312 shares
    Change vs previous 13F +146 shares

    1.21% of the 13F portfolio, value $10,970,067.

    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 19,166 shares
    Change vs previous 13F +23 shares

    1.2% of the 13F portfolio, value $9,849,403.

    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 19,143 shares
    Change vs previous 13F -402 shares

    1.24% of the 13F portfolio, value $10,314,273.

    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 19,545 shares
    Change vs previous 13F -193 shares

    1.28% of the 13F portfolio, value $10,313,245.

    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 19,738 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $9,871,547.

    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).