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Disclosery

KWB Wealth: VOOV position timeline

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

KWB Wealth held 5,545 VOOV 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 5,545 shares
    Change vs previous 13F -94 shares

    0.1% of the 13F portfolio, value $1,215,519.

    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 5,639 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,155,149.

    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 5,639 shares
    Change vs previous 13F -40 shares

    0.11% of the 13F portfolio, value $1,155,149.

    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 5,679 shares
    Change vs previous 13F -141 shares

    0.12% of the 13F portfolio, value $1,071,684.

    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 5,820 shares
    Change vs previous 13F -129 shares

    0.13% of the 13F portfolio, value $1,071,986.

    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 5,949 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,097,650.

    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 5,949 shares
    Change vs previous 13F -9 shares

    0.14% of the 13F portfolio, value $1,134,593.

    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 5,958 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,047,297.

    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).