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KW WEALTH MANAGEMENT LLC: IVR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KW WEALTH MANAGEMENT LLC on IVR, newest first. How the timeline and the estimate are built.

KW WEALTH MANAGEMENT LLC held 0 IVR shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -10,207 shares

    13F-HR 0002085853-26-000451 filed by KW WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 10,207 shares
    Change vs previous 13F -2,949 shares

    0.13% of the 13F portfolio, value $85,841.

    13F-HR 0002085853-26-000287 filed by KW WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 13,156 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $99,459.

    13F-HR 0002085853-25-000114 filed by KW WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).