Skip to content
Disclosery

KWMG, LLC: IJR position timeline

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

KWMG, LLC held 3,651 IJR 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 3,651 shares
    Change vs previous 13F -11 shares

    0.04% of the 13F portfolio, value $496,681.

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

  2. period ended2026-06-30
    13F 3,662 shares
    Change vs previous 13F -7 shares

    0.04% of the 13F portfolio, value $543,081.

    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 3,669 shares
    Change vs previous 13F -94 shares

    0.04% of the 13F portfolio, value $456,047.

    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 3,763 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $452,182.

    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 3,763 shares
    Change vs previous 13F -114 shares

    0.04% of the 13F portfolio, value $447,192.

    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 3,877 shares
    Change vs previous 13F -274 shares

    0.04% of the 13F portfolio, value $423,727.

    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 4,151 shares
    Change vs previous 13F -2,336 shares

    0.04% of the 13F portfolio, value $434,059.

    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 6,487 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $747,395.

    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).