PALO ALTO WEALTH ADVISORS, LLC: KCCA position timeline

PALO ALTO WEALTH ADVISORS, LLC held 0 KCCA shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -33,638 shares

   13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

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

2. period ended2024-09-30

   13F 33,638 shares

   Change vs previous 13F -12,553 shares

   0.32% of the 13F portfolio, value $775,697.

   13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 46,191 shares

   Change vs previous 13F -15,344 shares

   0.72% of the 13F portfolio, value $1,035,137.

   13F-HR 0001951757-24-000747 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 61,535 shares

   Change vs previous 13F +7,325 shares

   1.24% of the 13F portfolio, value $1,762,978.

   13F-HR 0001951757-24-000420 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2024-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 54,210 shares

   Change vs previous 13F not available

   1.24% of the 13F portfolio, value $1,634,621.

   13F-HR 0001951757-24-000200 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2024-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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