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WP Advisors, LLC: KBWB position timeline

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

WP Advisors, LLC held 80,551 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 80,551 shares
    Change vs previous 13F -9,315 shares

    1.81% of the 13F portfolio, value $7,489,673.

    13F-HR 0001172661-26-002906 filed by WP Advisors, 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 89,866 shares
    Change vs previous 13F -2,310 shares

    1.84% of the 13F portfolio, value $7,110,166.

    13F-HR 0001172661-26-001595 filed by WP Advisors, 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 92,176 shares
    Change vs previous 13F -324 shares

    1.94% of the 13F portfolio, value $7,769,486.

    13F-HR 0001172661-26-000361 filed by WP Advisors, 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 92,500 shares
    Change vs previous 13F -852 shares

    1.84% of the 13F portfolio, value $7,234,428.

    13F-HR 0001172661-25-004384 filed by WP Advisors, 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 93,352 shares
    Change vs previous 13F +877 shares

    1.84% of the 13F portfolio, value $6,685,890.

    13F-HR 0001172661-25-002966 filed by WP Advisors, 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 92,475 shares
    Change vs previous 13F +217 shares

    1.93% of the 13F portfolio, value $5,804,659.

    13F-HR 0001172661-25-001703 filed by WP Advisors, 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 92,258 shares
    Change vs previous 13F -737 shares

    2.01% of the 13F portfolio, value $6,029,056.

    13F-HR 0001172661-25-000469 filed by WP Advisors, 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 92,995 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $5,450,426.

    13F-HR 0001172661-24-004505 filed by WP Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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