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Disclosery

KWMG, LLC: TIP position timeline

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

KWMG, LLC held 335,041 TIP 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 335,041 shares
    Change vs previous 13F +25,264 shares

    2.51% of the 13F portfolio, value $34,857,675.

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

  2. period ended2026-06-30
    13F 309,777 shares
    Change vs previous 13F +11,893 shares

    2.45% of the 13F portfolio, value $33,898,879.

    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 297,884 shares
    Change vs previous 13F +10,807 shares

    2.74% of the 13F portfolio, value $32,874,433.

    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 287,077 shares
    Change vs previous 13F +5,541 shares

    2.72% of the 13F portfolio, value $31,552,588.

    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 281,536 shares
    Change vs previous 13F +7,737 shares

    2.74% of the 13F portfolio, value $31,312,482.

    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 273,799 shares
    Change vs previous 13F -1,854 shares

    2.83% of the 13F portfolio, value $30,128,874.

    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 275,653 shares
    Change vs previous 13F +4,819 shares

    3.12% of the 13F portfolio, value $30,622,302.

    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 270,834 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $28,857,373.

    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).