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Disclosery

KWMG, LLC: HYG position timeline

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

KWMG, LLC held 340,156 HYG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 340,156 shares
    Change vs previous 13F +25,648 shares

    1.89% of the 13F portfolio, value $26,263,473.

    13F-HR 0001214659-26-012622 filed by KWMG, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 314,508 shares
    Change vs previous 13F +14,211 shares

    1.82% of the 13F portfolio, value $25,151,224.

    13F-HR 0001214659-26-008326 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 300,297 shares
    Change vs previous 13F +12,975 shares

    1.99% of the 13F portfolio, value $23,891,639.

    13F-HR 0001214659-26-004501 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 287,322 shares
    Change vs previous 13F +8,978 shares

    2% of the 13F portfolio, value $23,166,776.

    13F-HR 0001214659-26-000532 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 278,344 shares
    Change vs previous 13F +8,573 shares

    1.98% of the 13F portfolio, value $22,598,749.

    13F-HR 0001214659-25-014754 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 269,771 shares
    Change vs previous 13F +5,062 shares

    2.04% of the 13F portfolio, value $21,757,031.

    13F-HR 0001214659-25-010401 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 264,709 shares
    Change vs previous 13F +6,168 shares

    2.13% of the 13F portfolio, value $20,882,893.

    13F-HR 0001214659-25-005658 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 258,541 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $20,334,250.

    13F-HR 0001214659-25-000479 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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