KWMG, LLC: TRV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KWMG, LLC on TRV, newest first. How the timeline and the estimate are built.
KWMG, LLC held 28,617 TRV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-09-3013F 28,617 sharesChange vs previous 13F +102 shares
0.74% of the 13F portfolio, value $10,202,314.
13F-HR 0001214659-26-012622 filed by KWMG, LLC
Accepted , ingested - period ended2026-06-3013F 28,515 sharesChange vs previous 13F +405 shares
0.68% of the 13F portfolio, value $9,413,423.
13F-HR 0001214659-26-008326 filed by KWMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,110 sharesChange vs previous 13F +660 shares
0.68% of the 13F portfolio, value $8,199,159.
13F-HR 0001214659-26-004501 filed by KWMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27,450 sharesChange vs previous 13F +252 shares
0.69% of the 13F portfolio, value $7,962,169.
13F-HR 0001214659-26-000532 filed by KWMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,198 sharesChange vs previous 13F +451 shares
0.67% of the 13F portfolio, value $7,594,237.
13F-HR 0001214659-25-014754 filed by KWMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,747 sharesChange vs previous 13F +1 shares
0.67% of the 13F portfolio, value $7,155,892.
13F-HR 0001214659-25-010401 filed by KWMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,746 sharesChange vs previous 13F -105 shares
0.72% of the 13F portfolio, value $7,073,247.
13F-HR 0001214659-25-005658 filed by KWMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,851 sharesChange vs previous 13F not available
0.67% of the 13F portfolio, value $6,468,137.
13F-HR 0001214659-25-000479 filed by KWMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).