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Disclosery

KWB Wealth: WM position timeline

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

KWB Wealth held 1,482 WM 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 1,482 shares
    Change vs previous 13F -302 shares

    0.03% of the 13F portfolio, value $330,266.

    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 1,784 shares
    Change vs previous 13F -1,275 shares

    0.04% of the 13F portfolio, value $391,981.

    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 3,059 shares
    Change vs previous 13F -263 shares

    0.06% of the 13F portfolio, value $672,131.

    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 3,322 shares
    Change vs previous 13F -285 shares

    0.08% of the 13F portfolio, value $760,138.

    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 3,607 shares
    Change vs previous 13F +47 shares

    0.1% of the 13F portfolio, value $835,098.

    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 3,560 shares
    Change vs previous 13F +104 shares

    0.09% of the 13F portfolio, value $718,308.

    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 3,456 shares
    Change vs previous 13F +718 shares

    0.09% of the 13F portfolio, value $717,388.

    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 2,738 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $584,135.

    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).