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Disclosery

Lake Hills Wealth Management, LLC: KWEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lake Hills Wealth Management, LLC on KWEB, newest first. How the timeline and the estimate are built.

Lake Hills Wealth Management, LLC held 257,240 KWEB shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 257,240 shares
    Change vs previous 13F +22,053 shares

    2.9% of the 13F portfolio, value $6,304,949.

    13F-HR 0001214659-26-012617 filed by Lake Hills Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 235,187 shares
    Change vs previous 13F +235,187 shares

    2.62% of the 13F portfolio, value $5,755,026.

    13F-HR 0001214659-26-008272 filed by Lake Hills Wealth Management, LLC
    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 0 shares
    Change vs previous 13F -107,763 shares

    13F-HR 0001214659-26-000220 filed by Lake Hills Wealth Management, LLC
    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.

  4. period ended2025-09-30
    13F 107,763 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $4,527,124.

    13F-HR 0001214659-25-014903 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).