Skip to content
Disclosery

KWMG, LLC: VOT position timeline

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

KWMG, LLC held 156,923 VOT 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 156,923 shares
    Change vs previous 13F +8,435 shares

    3.3% of the 13F portfolio, value $45,837,293.

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

  2. period ended2026-06-30
    13F 148,488 shares
    Change vs previous 13F +5,970 shares

    3.29% of the 13F portfolio, value $45,481,942.

    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 142,518 shares
    Change vs previous 13F +4,705 shares

    3.06% of the 13F portfolio, value $36,677,046.

    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 137,813 shares
    Change vs previous 13F +1,981 shares

    3.32% of the 13F portfolio, value $38,469,155.

    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 135,832 shares
    Change vs previous 13F +2,070 shares

    3.5% of the 13F portfolio, value $39,906,108.

    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 133,762 shares
    Change vs previous 13F +2,068 shares

    3.57% of the 13F portfolio, value $38,040,595.

    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 131,694 shares
    Change vs previous 13F +1,670 shares

    3.28% of the 13F portfolio, value $32,217,638.

    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 130,024 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $32,993,590.

    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).