Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-25-003922
Filing Date
2025-07-17
Accepted
2025-07-16 18:08:23
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-17

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2041
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 95101
  Complete submission text file 0001085146-25-003922.txt   98337
Mailing Address 1782 ORANGE TREE LANE REDLANDS CA 92374
Business Address 1782 ORANGE TREE LANE REDLANDS CA 92374 909-307-8220
KWB Wealth (Filer) CIK: 0001822236 (see all company filings)

EIN.: 330703534 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20638 | Film No.: 251128328