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Disclosery

KWMG, LLC: UPRO position timeline

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

KWMG, LLC held 6,853 UPRO 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 6,853 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $1,007,139.

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

  2. period ended2026-06-30
    13F 6,843 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $970,236.

    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 6,840 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $663,383.

    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 6,827 shares
    Change vs previous 13F +11 shares

    0.07% of the 13F portfolio, value $790,332.

    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 6,816 shares
    Change vs previous 13F -1,226 shares

    0.07% of the 13F portfolio, value $759,939.

    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 8,042 shares
    Change vs previous 13F +2,524 shares

    0.07% of the 13F portfolio, value $735,332.

    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 5,518 shares
    Change vs previous 13F +390 shares

    0.04% of the 13F portfolio, value $407,815.

    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 5,128 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $454,540.

    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).