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Disclosery

Marks Wealth, LLC: KBWB position timeline

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

Marks Wealth, LLC held 336,481 KBWB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 336,481 shares
    Change vs previous 13F +336,481 shares

    6.77% of the 13F portfolio, value $31,286,003.

    13F-HR 0002085853-26-000902 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -217,459 shares

    13F-HR 0002085853-26-000166 filed by Marks Wealth, 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.

  3. period ended2025-09-30
    13F 217,459 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $17,007,453.

    13F-HR 0002085853-25-000180 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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