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Disclosery

KWMG, LLC: XLV position timeline

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

KWMG, LLC held 175,100 XLV 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 175,100 shares
    Change vs previous 13F +7,015 shares

    2.13% of the 13F portfolio, value $29,490,402.

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

  2. period ended2026-06-30
    13F 168,085 shares
    Change vs previous 13F +29,221 shares

    1.93% of the 13F portfolio, value $26,668,420.

    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 138,864 shares
    Change vs previous 13F +8,618 shares

    1.7% of the 13F portfolio, value $20,358,898.

    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 130,246 shares
    Change vs previous 13F +10,319 shares

    1.74% of the 13F portfolio, value $20,162,128.

    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 119,927 shares
    Change vs previous 13F +9,335 shares

    1.46% of the 13F portfolio, value $16,690,280.

    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 110,592 shares
    Change vs previous 13F +12,582 shares

    1.4% of the 13F portfolio, value $14,906,757.

    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 98,010 shares
    Change vs previous 13F +39,866 shares

    1.46% of the 13F portfolio, value $14,310,474.

    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 58,144 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $7,998,878.

    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).