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PGIM INVESTMENTS LLC: KBWB position timeline

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

PGIM INVESTMENTS LLC held 41,105 KBWB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,105 shares
    Change vs previous 13F -87 shares

    0.05% of the 13F portfolio, value $3,821,916.

    13F-HR 0001137774-26-000189 filed by PGIM Custom Harvest 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 41,192 shares
    Change vs previous 13F -3,175 shares

    0.05% of the 13F portfolio, value $3,259,081.

    13F-HR 0001137774-26-000113 filed by PGIM Custom Harvest 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 44,367 shares
    Change vs previous 13F -1,578 shares

    0.06% of the 13F portfolio, value $3,739,662.

    13F-HR 0001137774-26-000060 filed by PGIM Custom Harvest 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 45,945 shares
    Change vs previous 13F -3,187 shares

    0.05% of the 13F portfolio, value $3,593,328.

    13F-HR 0001137774-25-000200 filed by PGIM Custom Harvest 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 49,132 shares
    Change vs previous 13F +7,000 shares

    0.07% of the 13F portfolio, value $3,518,806.

    13F-HR 0001137774-25-000134 filed by PGIM Custom Harvest 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 42,132 shares
    Change vs previous 13F -3,369 shares

    0.06% of the 13F portfolio, value $2,644,626.

    13F-HR 0001137774-25-000071 filed by PGIM Custom Harvest 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 45,501 shares
    Change vs previous 13F -7,547 shares

    0.06% of the 13F portfolio, value $2,973,490.

    13F-HR 0001137774-25-000038 filed by PGIM Custom Harvest 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 53,048 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,109,143.

    13F-HR 0001137774-24-000270 filed by PGIM Custom Harvest LLC
    Filed (acceptance time not in the bulk data set), ingested

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