KWB Wealth

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Redlands, CA
CIK
0001822236
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 124 632,396 13F-HR 7/24/2023 000108514623002879 KWB Wealth
Q1 2023 119 542,086 13F-HR 4/7/2023 000108514623001552 KWB Wealth
Q4 2022 111 526,107 13F-HR 2/9/2023 000108514623000971 KWB Wealth
Q3 2022 104 500,952 13F-HR 11/14/2022 000108514622003940 KWB Wealth
Q2 2022 103 519,270 13F-HR 8/10/2022 000108514622002943 KWB Wealth
Q1 2022 90 600,037 13F-HR 5/9/2022 000108514622001887 KWB Wealth
Q4 2021 90 601,696 13F-HR 2/2/2022 000108514622000468 KWB Wealth
Q3 2021 86 563,008 13F-HR 11/12/2021 000108514621003119 KWB Wealth
Q2 2021 85 521,225 13F-HR 8/10/2021 000108514621002360 KWB Wealth
Q1 2021 85 523,418 13F-HR 5/10/2021 000108514621001498 KWB Wealth
Q4 2020 78 480,648 13F-HR 2/10/2021 000108514621000549 KWB Wealth