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Disclosery

KWB Wealth: XLC position timeline

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

KWB Wealth held 0 XLC shares at 2025-12-31 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,864 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,864 shares
    Change vs previous 13F -2,096 shares

    0.02% of the 13F portfolio, value $202,341.

    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).

  3. period ended2025-06-30
    13F 3,960 shares
    Change vs previous 13F -2,611 shares

    0.05% of the 13F portfolio, value $381,980.

    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).

  4. period ended2025-03-31
    13F 6,571 shares
    Change vs previous 13F -1,607 shares

    0.08% of the 13F portfolio, value $636,099.

    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).

  5. period ended2024-12-31
    13F 8,178 shares
    Change vs previous 13F -2,843 shares

    0.09% of the 13F portfolio, value $739,310.

    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).

  6. period ended2024-09-30
    13F 11,021 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $944,073.

    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).