Skip to content
Disclosery

KWMG, LLC: XLC position timeline

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

KWMG, LLC held 92,624 XLC 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 92,624 shares
    Change vs previous 13F +9,201 shares

    0.74% of the 13F portfolio, value $10,278,490.

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

  2. period ended2026-06-30
    13F 83,423 shares
    Change vs previous 13F +7,084 shares

    0.65% of the 13F portfolio, value $8,937,109.

    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 76,339 shares
    Change vs previous 13F +5,060 shares

    0.71% of the 13F portfolio, value $8,462,943.

    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 71,279 shares
    Change vs previous 13F +7,702 shares

    0.72% of the 13F portfolio, value $8,390,964.

    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 63,577 shares
    Change vs previous 13F +8,292 shares

    0.66% of the 13F portfolio, value $7,525,609.

    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 55,285 shares
    Change vs previous 13F +14,707 shares

    0.56% of the 13F portfolio, value $6,000,081.

    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 40,578 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,913,748.

    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).