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Disclosery

KWMG, LLC: JEF position timeline

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

KWMG, LLC held 8,942 JEF 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 8,942 shares
    Change vs previous 13F -964 shares

    0.03% of the 13F portfolio, value $408,939.

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

  2. period ended2026-06-30
    13F 9,906 shares
    Change vs previous 13F -272 shares

    0.04% of the 13F portfolio, value $495,110.

    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 10,178 shares
    Change vs previous 13F -1,061 shares

    0.04% of the 13F portfolio, value $420,040.

    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 11,239 shares
    Change vs previous 13F -1,240 shares

    0.06% of the 13F portfolio, value $696,511.

    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 12,479 shares
    Change vs previous 13F -477 shares

    0.07% of the 13F portfolio, value $816,390.

    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 12,956 shares
    Change vs previous 13F -1,183 shares

    0.07% of the 13F portfolio, value $708,562.

    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 14,139 shares
    Change vs previous 13F -338 shares

    0.08% of the 13F portfolio, value $757,407.

    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 14,477 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,135,028.

    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).