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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

  1. period ended2026-09-30
    13F 28,617 shares
    Change 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

  2. period ended2026-06-30
    13F 28,515 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 28,110 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 27,450 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 27,198 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 26,747 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 26,746 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 26,851 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).