Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 15 | Q2 2024 | 15.0% |
SPDR SER TR | 15 | Q2 2024 | 12.1% |
SPDR SER TR | 15 | Q2 2024 | 13.3% |
SPDR SER TR | 15 | Q2 2024 | 11.2% |
SPDR INDEX SHS FDS | 15 | Q2 2024 | 8.9% |
SPDR SER TR | 15 | Q2 2024 | 7.1% |
SPDR INDEX SHS FDS | 15 | Q2 2024 | 7.1% |
SPDR SER TR | 15 | Q2 2024 | 8.4% |
SPDR SER TR | 15 | Q2 2024 | 4.0% |
SPDR SER TR | 15 | Q2 2024 | 3.4% |
View KWB Wealth's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-24 |
13F-HR | 2024-04-19 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-07 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-10 |
View KWB Wealth's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.