KWB Wealth - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for KWB Wealth going back to Feb. 10, 2021
- KWB Wealth 2025 Q3 - filed Oct. 8, 2025 - new!
- KWB Wealth 2025 Q2 - filed July 17, 2025
- KWB Wealth 2025 Q1 - filed April 10, 2025
- KWB Wealth 2024 Q4 - filed Jan. 14, 2025
- KWB Wealth 2024 Q3 - filed Oct. 7, 2024
- KWB Wealth 2024 Q2 - filed July 24, 2024
- KWB Wealth 2024 Q1 - filed April 19, 2024
- KWB Wealth 2023 Q4 - filed Jan. 10, 2024
- KWB Wealth 2023 Q3 - filed Oct. 11, 2023
- KWB Wealth 2023 Q2 - filed July 24, 2023
- KWB Wealth 2023 Q1 - filed April 7, 2023
- KWB Wealth 2022 Q4 - filed Feb. 10, 2023
- KWB Wealth 2022 Q3 - filed Nov. 14, 2022
- KWB Wealth 2022 Q2 - filed Aug. 10, 2022
- KWB Wealth 2022 Q1 - filed May 10, 2022
- KWB Wealth 2021 Q4 - filed Feb. 2, 2022
- KWB Wealth 2021 Q3 - filed Nov. 12, 2021
- KWB Wealth 2021 Q2 - filed Aug. 10, 2021
- KWB Wealth 2021 Q1 - filed May 10, 2021
- KWB Wealth 2020 Q4 - filed Feb. 10, 2021