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KWB WealthETFConcentrated trader

CIK: 0001822236 | REDLANDS, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR178$1.2B2026-10-16SEC ↗
Q2 2026
13F-HR169$1.2B2026-07-10SEC ↗
Q1 2026
13F-HR166$1.0B2026-04-08SEC ↗
Q4 2025
13F-HR175$1.1B2026-01-12SEC ↗
Q3 2025
13F-HR147$904.7M2025-10-08SEC ↗
Q2 2025
13F-HR156$822.9M2025-07-17SEC ↗
Q1 2025
13F-HR149$828.9M2025-04-10SEC ↗
Q4 2024
13F-HR141$806.9M2025-01-14SEC ↗
Q3 2024
13F-HR132$767.2M2024-10-07SEC ↗
Q2 2024
13F-HR129$727.0M2024-07-24SEC ↗
Q1 2024
13F-HR129$743.1M2024-04-19SEC ↗
Q4 2023
13F-HR129$693.2M2024-01-10SEC ↗
Q3 2023
13F-HR123$623.2M2023-10-11SEC ↗
Q2 2023
13F-HR124$632.4M2023-07-24SEC ↗
Q1 2023
13F-HR119$542.1M2023-04-07SEC ↗
Q4 2022
13F-HR111$526.1M2023-02-10SEC ↗
Q3 2022
13F-HR104$1.9M2022-11-14SEC ↗
Q2 2022
13F-HR103$2.0M2022-08-10SEC ↗
Q1 2022
13F-HR90$600.0K2022-05-10SEC ↗
Q4 2021
13F-HR90$2.4M2022-02-02SEC ↗
Q3 2021
13F-HR86$2.0M2021-11-12SEC ↗
Q2 2021
13F-HR85$521.2K2021-08-10SEC ↗
Q1 2021
13F-HR85$1.9M2021-05-10SEC ↗
Q4 2020
13F-HR78$1.7M2021-02-10SEC ↗