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Disclosery

KWMG, LLC: XLY position timeline

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

KWMG, LLC held 4,146 XLY 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 4,146 shares
    Change vs previous 13F -102 shares

    0.03% of the 13F portfolio, value $451,251.

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

  2. period ended2026-06-30
    13F 4,248 shares
    Change vs previous 13F -346 shares

    0.04% of the 13F portfolio, value $498,205.

    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 4,594 shares
    Change vs previous 13F -518 shares

    0.04% of the 13F portfolio, value $500,654.

    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 5,112 shares
    Change vs previous 13F +1,935 shares

    0.05% of the 13F portfolio, value $610,424.

    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 3,177 shares
    Change vs previous 13F -164 shares

    0.07% of the 13F portfolio, value $761,336.

    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 3,341 shares
    Change vs previous 13F -470 shares

    0.07% of the 13F portfolio, value $726,100.

    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 3,811 shares
    Change vs previous 13F +1,609 shares

    0.08% of the 13F portfolio, value $752,520.

    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 2,202 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $494,019.

    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).