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Mission Hills Financial Advisory, LLC: KBWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mission Hills Financial Advisory, LLC on KBWD, newest first. How the timeline and the estimate are built.

Mission Hills Financial Advisory, LLC held 823,136 KBWD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 823,136 shares
    Change vs previous 13F -31,761 shares

    4.49% of the 13F portfolio, value $10,223,348.

    13F-HR 0001986152-26-000151 filed by Mission Hills Financial Advisory, LLC
    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 854,897 shares
    Change vs previous 13F +46,176 shares

    5.49% of the 13F portfolio, value $10,720,407.

    13F-HR 0001986152-26-000053 filed by Mission Hills Financial Advisory, 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 808,721 shares
    Change vs previous 13F +63,108 shares

    5.83% of the 13F portfolio, value $11,050,692.

    13F-HR 0001986152-26-000006 filed by Mission Hills Financial Advisory, LLC
    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 745,613 shares
    Change vs previous 13F +96,423 shares

    5.36% of the 13F portfolio, value $10,088,144.

    13F-HR 0001986152-25-000101 filed by Mission Hills Financial Advisory, LLC
    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 649,190 shares
    Change vs previous 13F +121,167 shares

    5.59% of the 13F portfolio, value $9,004,259.

    13F-HR 0001986152-25-000051 filed by Mission Hills Financial Advisory, LLC
    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 528,023 shares
    Change vs previous 13F +71,686 shares

    5.3% of the 13F portfolio, value $7,629,937.

    13F-HR 0001986152-25-000032 filed by Mission Hills Financial Advisory, LLC
    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 456,337 shares
    Change vs previous 13F +51,954 shares

    5.19% of the 13F portfolio, value $6,694,467.

    13F-HR 0001754960-25-000033 filed by Mission Hills Financial Advisory, LLC
    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 404,383 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $6,178,974.

    13F-HR 0001754960-24-000553 filed by Mission Hills Financial Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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