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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-21-002360
Filing Date
2021-08-10
Accepted
2021-08-10 17:01:57
Documents
2
Period of Report
2021-06-30
Effectiveness Date
2021-08-10

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1913
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 48100
  Complete submission text file 0001085146-21-002360.txt   51182
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)

IRS No.: 330703534 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20638 | Film No.: 211160893