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Disclosery

KWMG, LLC: XLU position timeline

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

KWMG, LLC held 266,672 XLU 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 266,672 shares
    Change vs previous 13F +19,503 shares

    0.76% of the 13F portfolio, value $10,517,555.

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

  2. period ended2026-06-30
    13F 247,169 shares
    Change vs previous 13F +11,016 shares

    0.81% of the 13F portfolio, value $11,206,631.

    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 236,153 shares
    Change vs previous 13F +4,849 shares

    0.9% of the 13F portfolio, value $10,837,052.

    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 231,304 shares
    Change vs previous 13F +117,928 shares

    0.85% of the 13F portfolio, value $9,874,352.

    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 113,376 shares
    Change vs previous 13F +4,456 shares

    0.87% of the 13F portfolio, value $9,887,538.

    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 108,920 shares
    Change vs previous 13F +1,084 shares

    0.84% of the 13F portfolio, value $8,894,382.

    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 107,836 shares
    Change vs previous 13F +872 shares

    0.87% of the 13F portfolio, value $8,502,829.

    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 106,964 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $8,096,107.

    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).