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Disclosery

KWMG, LLC: IVW position timeline

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

KWMG, LLC held 269,693 IVW 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 269,693 shares
    Change vs previous 13F +6,215 shares

    2.77% of the 13F portfolio, value $38,366,489.

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

  2. period ended2026-06-30
    13F 263,478 shares
    Change vs previous 13F +12,686 shares

    2.62% of the 13F portfolio, value $36,236,091.

    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 250,792 shares
    Change vs previous 13F +6,725 shares

    2.37% of the 13F portfolio, value $28,367,050.

    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 244,067 shares
    Change vs previous 13F -2,078 shares

    2.59% of the 13F portfolio, value $30,083,661.

    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 246,145 shares
    Change vs previous 13F +1,297 shares

    2.6% of the 13F portfolio, value $29,714,586.

    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 244,848 shares
    Change vs previous 13F +2,480 shares

    2.53% of the 13F portfolio, value $26,957,728.

    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 242,368 shares
    Change vs previous 13F -6,392 shares

    2.29% of the 13F portfolio, value $22,498,989.

    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 248,760 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $25,256,650.

    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).