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Disclosery

Stegent Equity Advisors, Inc.: KBWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stegent Equity Advisors, Inc. on KBWP, newest first. How the timeline and the estimate are built.

Stegent Equity Advisors, Inc. held 4,144 KBWP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,144 shares
    Change vs previous 13F -398 shares

    0.4% of the 13F portfolio, value $508,357.

    13F-HR 0001085146-26-000881 filed by Stegent Equity Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,542 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $575,741.

    13F-HR 0001908976-26-000004 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,542 shares
    Change vs previous 13F -504 shares

    0.46% of the 13F portfolio, value $540,391.

    13F-HR 0001908976-26-000002 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,046 shares
    Change vs previous 13F -11,816 shares

    0.5% of the 13F portfolio, value $642,310.

    13F-HR 0001908976-26-000001 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,862 shares
    Change vs previous 13F -8,546 shares

    1.7% of the 13F portfolio, value $2,085,489.

    13F-HR 0001908976-25-000003 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 25,408 shares
    Change vs previous 13F +538 shares

    2.76% of the 13F portfolio, value $3,120,873.

    13F-HR 0001085146-25-004379 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 24,870 shares
    Change vs previous 13F +8,701 shares

    3.14% of the 13F portfolio, value $3,098,441.

    13F-HR 0001085146-25-002513 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,169 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $1,876,470.

    13F-HR 0001085146-25-000765 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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