KBH KB Home

Ownership history in Jupiter Wealth Management LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Jupiter Wealth Management LLC reported a position in KB Home (KBH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.85% (2024 Q2)
Avg. % of fund
0.62%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 18,500 0% 0.56% $1.2M $63.12
2025 Q2 REDUCED 18,500 -391 -2.1% 0.60% $1.2M $52.31
2024 Q4 UNCHANGED 18,891 0% 0.62% $1.2M $64.36
2024 Q3 ADDED 18,891 +225 +1.2% 0.83% $1.6M $83.66
2024 Q2 ADDED 18,666 +866 +4.9% 0.85% $1.6M $68.29
2024 Q1 ADDED 17,800 +1,800 +11.2% 0.65% $1.2M $68.73
2023 Q4 ADDED 16,000 +1,900 +13.5% 0.59% $999K $60.36
2023 Q3 REDUCED 14,100 -4,500 -24.2% 0.47% $721K $44.55
2023 Q2 ADDED 18,600 +13,400 +257.7% 0.83% $962K $49.59
2023 Q1 INITIATED 5,200 0.19% $209K $38.40
% of Fund (quarterly)    KBH price (monthly, adj. close)
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