Skip to content
Disclosery

KWMG, LLC: VNQ position timeline

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

KWMG, LLC held 256,119 VNQ 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 256,119 shares
    Change vs previous 13F +4,166 shares

    1.65% of the 13F portfolio, value $22,955,932.

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

  2. period ended2026-06-30
    13F 251,953 shares
    Change vs previous 13F -2,122 shares

    1.76% of the 13F portfolio, value $24,295,811.

    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 254,075 shares
    Change vs previous 13F -2,942 shares

    1.88% of the 13F portfolio, value $22,536,438.

    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 257,017 shares
    Change vs previous 13F -43,339 shares

    1.96% of the 13F portfolio, value $22,743,476.

    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 300,356 shares
    Change vs previous 13F -25,430 shares

    2.41% of the 13F portfolio, value $27,458,571.

    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 325,786 shares
    Change vs previous 13F -22,478 shares

    2.72% of the 13F portfolio, value $29,014,499.

    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 348,264 shares
    Change vs previous 13F +8,394 shares

    3.21% of the 13F portfolio, value $31,531,790.

    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 339,870 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $30,275,628.

    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).