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KWMG, LLC: VUG position timeline

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

KWMG, LLC held 58,473 VUG 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 58,473 shares
    Change vs previous 13F -395 shares

    0.38% of the 13F portfolio, value $5,269,014.

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

  2. period ended2026-06-30
    13F 58,868 shares
    Change vs previous 13F +48,443 shares

    0.37% of the 13F portfolio, value $5,070,898.

    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 10,425 shares
    Change vs previous 13F +70 shares

    0.38% of the 13F portfolio, value $4,553,567.

    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 10,355 shares
    Change vs previous 13F -138 shares

    0.44% of the 13F portfolio, value $5,051,790.

    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 10,493 shares
    Change vs previous 13F -214 shares

    0.44% of the 13F portfolio, value $5,032,548.

    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 10,707 shares
    Change vs previous 13F +350 shares

    0.44% of the 13F portfolio, value $4,693,949.

    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 10,357 shares
    Change vs previous 13F -25 shares

    0.39% of the 13F portfolio, value $3,840,583.

    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 10,382 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,261,188.

    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).