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KWMG, LLC: VCSH position timeline

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

KWMG, LLC held 313,400 VCSH 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 313,400 shares
    Change vs previous 13F +22,419 shares

    1.74% of the 13F portfolio, value $24,210,176.

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

  2. period ended2026-06-30
    13F 290,981 shares
    Change vs previous 13F +16,195 shares

    1.66% of the 13F portfolio, value $22,996,246.

    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 274,786 shares
    Change vs previous 13F +12,532 shares

    1.82% of the 13F portfolio, value $21,782,295.

    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 262,254 shares
    Change vs previous 13F +9,060 shares

    1.8% of the 13F portfolio, value $20,909,514.

    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 253,194 shares
    Change vs previous 13F +11,301 shares

    1.77% of the 13F portfolio, value $20,237,796.

    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 241,893 shares
    Change vs previous 13F +4,716 shares

    1.81% of the 13F portfolio, value $19,230,494.

    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 237,177 shares
    Change vs previous 13F -468 shares

    1.91% of the 13F portfolio, value $18,722,752.

    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 237,645 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $18,538,686.

    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).