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Disclosery

KWMG, LLC: STIP position timeline

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

KWMG, LLC held 192,237 STIP 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 192,237 shares
    Change vs previous 13F +12,096 shares

    1.38% of the 13F portfolio, value $19,165,999.

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

  2. period ended2026-06-30
    13F 180,141 shares
    Change vs previous 13F +6,182 shares

    1.33% of the 13F portfolio, value $18,403,159.

    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 173,959 shares
    Change vs previous 13F +6,308 shares

    1.5% of the 13F portfolio, value $17,992,621.

    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 167,651 shares
    Change vs previous 13F +3,803 shares

    1.48% of the 13F portfolio, value $17,165,827.

    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 163,848 shares
    Change vs previous 13F +3,953 shares

    1.48% of the 13F portfolio, value $16,935,359.

    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 159,895 shares
    Change vs previous 13F +49 shares

    1.55% of the 13F portfolio, value $16,454,815.

    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 159,846 shares
    Change vs previous 13F +3,080 shares

    1.68% of the 13F portfolio, value $16,539,273.

    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 156,766 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $15,770,666.

    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).