Filing History
KWB Wealth
12 parsed filings · CIK 0001822236
- 13F HOLDINGS REPORTQ/E Dec 2025175 pos · $1.06BSEC
- 13F HOLDINGS REPORTQ/E Sep 2025147 pos · $904.7MSEC
- 13F HOLDINGS REPORTQ/E Jun 2025156 pos · $822.9MSEC
- 13F HOLDINGS REPORTQ/E Mar 2025149 pos · $828.9MSEC
- 13F HOLDINGS REPORTQ/E Dec 2024141 pos · $806.9MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024132 pos · $767.2MSEC
- 13F HOLDINGS REPORTQ/E Jun 2024129 pos · $727.0MSEC
- 13F HOLDINGS REPORTQ/E Mar 2024129 pos · $743.1MSEC
- 13F HOLDINGS REPORTQ/E Dec 2023123 pos · $623.2MSEC
- 13F HOLDINGS REPORTQ/E Sep 2023124 pos · $632.4MSEC
- 13F HOLDINGS REPORTQ/E Jun 2023119 pos · $542.1MSEC
- 13F HOLDINGS REPORTQ/E Mar 2023111 pos · $526.1MSEC