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Disclosery

KWMG, LLC: IVE position timeline

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

KWMG, LLC held 138,289 IVE 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 138,289 shares
    Change vs previous 13F +6,027 shares

    2.28% of the 13F portfolio, value $31,568,567.

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

  2. period ended2026-06-30
    13F 132,262 shares
    Change vs previous 13F +8,489 shares

    2.17% of the 13F portfolio, value $30,031,324.

    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 123,773 shares
    Change vs previous 13F +4,074 shares

    2.18% of the 13F portfolio, value $26,134,763.

    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 119,699 shares
    Change vs previous 13F +2,582 shares

    2.19% of the 13F portfolio, value $25,384,626.

    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 117,117 shares
    Change vs previous 13F +2,521 shares

    2.12% of the 13F portfolio, value $24,185,846.

    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 114,596 shares
    Change vs previous 13F +3,356 shares

    2.1% of the 13F portfolio, value $22,394,328.

    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 111,240 shares
    Change vs previous 13F +68 shares

    2.16% of the 13F portfolio, value $21,200,062.

    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 111,172 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $21,220,585.

    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).