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Disclosery

KWB Wealth: WFC position timeline

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

KWB Wealth held 4,051 WFC 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 4,051 shares
    Change vs previous 13F -1,148 shares

    0.03% of the 13F portfolio, value $334,779.

    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 5,199 shares
    Change vs previous 13F -3,487 shares

    0.05% of the 13F portfolio, value $484,524.

    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 8,686 shares
    Change vs previous 13F +3,133 shares

    0.08% of the 13F portfolio, value $809,558.

    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 5,553 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $444,894.

    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 5,541 shares
    Change vs previous 13F -195 shares

    0.05% of the 13F portfolio, value $397,822.

    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 5,736 shares
    Change vs previous 13F -2,654 shares

    0.05% of the 13F portfolio, value $402,864.

    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 8,390 shares
    Change vs previous 13F +33 shares

    0.06% of the 13F portfolio, value $473,948.

    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 8,357 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $496,310.

    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).