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Disclosery

KWMG, LLC: SHV position timeline

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

KWMG, LLC held 140,701 SHV 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 140,701 shares
    Change vs previous 13F +8,754 shares

    1.12% of the 13F portfolio, value $15,522,095.

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

  2. period ended2026-06-30
    13F 131,947 shares
    Change vs previous 13F +6,226 shares

    1.05% of the 13F portfolio, value $14,560,373.

    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 125,721 shares
    Change vs previous 13F +5,140 shares

    1.16% of the 13F portfolio, value $13,878,287.

    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 120,581 shares
    Change vs previous 13F -3,359 shares

    1.14% of the 13F portfolio, value $13,282,006.

    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 123,940 shares
    Change vs previous 13F +15,511 shares

    1.2% of the 13F portfolio, value $13,694,123.

    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 108,429 shares
    Change vs previous 13F +5,367 shares

    1.12% of the 13F portfolio, value $11,972,730.

    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 103,062 shares
    Change vs previous 13F -1,830 shares

    1.16% of the 13F portfolio, value $11,384,229.

    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 104,892 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $11,549,658.

    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).