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PUFF WEALTH MANAGEMENT, LLC: KBWB position timeline

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

PUFF WEALTH MANAGEMENT, LLC held 13,796 KBWB 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 13,796 shares
    Change vs previous 13F +1,560 shares

    1.14% of the 13F portfolio, value $1,203,387.

    13F-HR 0002085853-26-001100 filed by PUFF WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,236 shares
    Change vs previous 13F +5,633 shares

    1.16% of the 13F portfolio, value $1,137,690.

    13F-HR 0002085853-26-000648 filed by PUFF 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 6,603 shares
    Change vs previous 13F +1,624 shares

    0.73% of the 13F portfolio, value $566,302.

    13F-HR 0002085853-26-000011 filed by PUFF WEALTH MANAGEMENT, 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 4,979 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $389,414.

    13F-HR 0002085853-25-000009 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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