Ownership history in KWB Wealth · 5 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in COLUMBIA ETF TR I (RECS). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 490,145 | +160,249 | +48.6% | 1.90% | $20.0M | $40.84 |
| 2025 Q3 | ADDED | 329,896 | +93,615 | +39.6% | 1.34% | $12.1M | $39.90 |
| 2025 Q2 | ADDED | 236,281 | +86,620 | +57.9% | 0.95% | $7.8M | $36.38 |
| 2025 Q1 | ADDED | 149,661 | +108,600 | +264.5% | 0.63% | $5.2M | $32.84 |
As of 2025 Q4 — sorted by position size