Skip to content

KWMG, LLC: IBM position timeline

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

KWMG, LLC held 31,786 IBM 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 31,786 shares
    Change vs previous 13F +1,024 shares

    0.5% of the 13F portfolio, value $6,990,617.

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

  2. period ended2026-06-30
    13F 30,762 shares
    Change vs previous 13F +565 shares

    0.63% of the 13F portfolio, value $8,650,640.

    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 30,197 shares
    Change vs previous 13F +762 shares

    0.61% of the 13F portfolio, value $7,319,484.

    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 29,435 shares
    Change vs previous 13F -407 shares

    0.75% of the 13F portfolio, value $8,718,932.

    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 29,842 shares
    Change vs previous 13F +321 shares

    0.74% of the 13F portfolio, value $8,420,172.

    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 29,521 shares
    Change vs previous 13F -612 shares

    0.82% of the 13F portfolio, value $8,702,104.

    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 30,133 shares
    Change vs previous 13F -849 shares

    0.76% of the 13F portfolio, value $7,492,753.

    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 30,982 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $6,810,854.

    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).