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Disclosery

KWMG, LLC: PB position timeline

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

KWMG, LLC held 104,332 PB 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 104,332 shares
    Change vs previous 13F +3,108 shares

    0.5% of the 13F portfolio, value $6,907,801.

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

  2. period ended2026-06-30
    13F 101,224 shares
    Change vs previous 13F +2,399 shares

    0.53% of the 13F portfolio, value $7,392,424.

    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 98,825 shares
    Change vs previous 13F +2,898 shares

    0.55% of the 13F portfolio, value $6,639,080.

    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 95,927 shares
    Change vs previous 13F +3,291 shares

    0.57% of the 13F portfolio, value $6,629,516.

    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 92,636 shares
    Change vs previous 13F +2,523 shares

    0.54% of the 13F portfolio, value $6,146,385.

    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 90,113 shares
    Change vs previous 13F +1,939 shares

    0.59% of the 13F portfolio, value $6,329,508.

    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 88,174 shares
    Change vs previous 13F +543 shares

    0.64% of the 13F portfolio, value $6,293,005.

    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 87,631 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,603,010.

    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).