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Disclosery

KWMG, LLC: XLK position timeline

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

KWMG, LLC held 308,224 XLK 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 308,224 shares
    Change vs previous 13F +4,881 shares

    4.35% of the 13F portfolio, value $60,334,864.

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

  2. period ended2026-06-30
    13F 303,343 shares
    Change vs previous 13F +5,041 shares

    4.18% of the 13F portfolio, value $57,792,920.

    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 298,302 shares
    Change vs previous 13F +8,613 shares

    3.31% of the 13F portfolio, value $39,644,342.

    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 289,689 shares
    Change vs previous 13F +142,701 shares

    3.6% of the 13F portfolio, value $41,706,529.

    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 146,988 shares
    Change vs previous 13F +4,528 shares

    3.63% of the 13F portfolio, value $41,430,043.

    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 142,460 shares
    Change vs previous 13F -7,096 shares

    3.39% of the 13F portfolio, value $36,075,150.

    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 149,556 shares
    Change vs previous 13F +115,083 shares

    3.14% of the 13F portfolio, value $30,880,326.

    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 34,473 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $8,015,662.

    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).