Skip to content
Disclosery

KWMG, LLC: XLP position timeline

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

KWMG, LLC held 128,908 XLP 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 128,908 shares
    Change vs previous 13F +8,316 shares

    0.75% of the 13F portfolio, value $10,390,003.

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

  2. period ended2026-06-30
    13F 120,592 shares
    Change vs previous 13F +5,975 shares

    0.72% of the 13F portfolio, value $10,017,577.

    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 114,617 shares
    Change vs previous 13F +3,377 shares

    0.78% of the 13F portfolio, value $9,396,279.

    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 111,240 shares
    Change vs previous 13F +5,247 shares

    0.74% of the 13F portfolio, value $8,641,098.

    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 105,993 shares
    Change vs previous 13F +4,213 shares

    0.73% of the 13F portfolio, value $8,306,687.

    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 101,780 shares
    Change vs previous 13F +1,736 shares

    0.77% of the 13F portfolio, value $8,241,123.

    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 100,044 shares
    Change vs previous 13F +1,795 shares

    0.83% of the 13F portfolio, value $8,170,570.

    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 98,249 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $7,723,326.

    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).