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Disclosery

KWMG, LLC: IP position timeline

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

KWMG, LLC held 162,978 IP 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 162,978 shares
    Change vs previous 13F +5,622 shares

    0.39% of the 13F portfolio, value $5,405,986.

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

  2. period ended2026-06-30
    13F 157,356 shares
    Change vs previous 13F +8,274 shares

    0.43% of the 13F portfolio, value $5,995,280.

    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 149,082 shares
    Change vs previous 13F +6,161 shares

    0.44% of the 13F portfolio, value $5,322,218.

    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 142,921 shares
    Change vs previous 13F +7,077 shares

    0.49% of the 13F portfolio, value $5,629,661.

    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 135,844 shares
    Change vs previous 13F +3,563 shares

    0.55% of the 13F portfolio, value $6,303,181.

    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 132,281 shares
    Change vs previous 13F +2,724 shares

    0.58% of the 13F portfolio, value $6,194,714.

    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 129,557 shares
    Change vs previous 13F -624 shares

    0.7% of the 13F portfolio, value $6,911,885.

    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 130,181 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $7,006,336.

    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).