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TRED AVON FAMILY WEALTH, LLC → KB
TRED AVON FAMILY WEALTH, LLC KB Position History
KB Financial Group Inc. • Financial Services
Quarters held
5
Latest value
$981K
Q3 2026
Peak value
$981K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $923K |
| Q4 2025 | $818K |
| Q1 2026 | $825K |
| Q2 2026 | $848K |
| Q3 2026 | $981K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $981K | 8.0K | — | — |
| Q2 2026 | $848K | 8.1K | — | — |
| Q1 2026 | $825K | 8.3K | — | — |
| Q4 2025 | $818K | 9.5K | — | — |
| Q3 2025 | $923K | 11.1K | — | — |
Other funds holding KB
$119.7M
$94.2M
$90.8M
$76.4M
$69M