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Disclosery

KWMG, LLC: IVV position timeline

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

KWMG, LLC held 8,543 IVV 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 8,543 shares
    Change vs previous 13F +74 shares

    0.47% of the 13F portfolio, value $6,542,458.

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

  2. period ended2026-06-30
    13F 8,469 shares
    Change vs previous 13F -29 shares

    0.46% of the 13F portfolio, value $6,342,146.

    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 8,498 shares
    Change vs previous 13F -8 shares

    0.46% of the 13F portfolio, value $5,550,904.

    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 8,506 shares
    Change vs previous 13F -30 shares

    0.5% of the 13F portfolio, value $5,826,082.

    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 8,536 shares
    Change vs previous 13F -92 shares

    0.5% of the 13F portfolio, value $5,713,082.

    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 8,628 shares
    Change vs previous 13F -30 shares

    0.5% of the 13F portfolio, value $5,356,891.

    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 8,658 shares
    Change vs previous 13F -37 shares

    0.5% of the 13F portfolio, value $4,865,009.

    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 8,695 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,118,447.

    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).