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Disclosery

KWMG, LLC: USMV position timeline

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

KWMG, LLC held 153,852 USMV 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 153,852 shares
    Change vs previous 13F +9,418 shares

    1.08% of the 13F portfolio, value $14,991,299.

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

  2. period ended2026-06-30
    13F 144,434 shares
    Change vs previous 13F +7,258 shares

    1.01% of the 13F portfolio, value $13,932,144.

    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 137,176 shares
    Change vs previous 13F +4,679 shares

    1.06% of the 13F portfolio, value $12,721,727.

    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 132,497 shares
    Change vs previous 13F +4,484 shares

    1.08% of the 13F portfolio, value $12,475,923.

    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 128,013 shares
    Change vs previous 13F +5,169 shares

    1.07% of the 13F portfolio, value $12,179,143.

    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 122,844 shares
    Change vs previous 13F +1,570 shares

    1.08% of the 13F portfolio, value $11,531,335.

    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 121,274 shares
    Change vs previous 13F +1,691 shares

    1.16% of the 13F portfolio, value $11,358,569.

    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 119,583 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $10,617,791.

    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).