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LMCG INVESTMENTS, LLC: KBWY position timeline

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

LMCG INVESTMENTS, LLC held 122,341 KBWY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,341 shares
    Change vs previous 13F +1,833 shares

    0.12% of the 13F portfolio, value $2,271,872.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 120,508 shares
    Change vs previous 13F +45,797 shares

    0.11% of the 13F portfolio, value $1,841,362.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 74,711 shares
    Change vs previous 13F -9,281 shares

    0.07% of the 13F portfolio, value $1,152,970.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 83,992 shares
    Change vs previous 13F +6,257 shares

    0.08% of the 13F portfolio, value $1,339,672.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 77,735 shares
    Change vs previous 13F +18,924 shares

    0.08% of the 13F portfolio, value $1,222,771.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 58,811 shares
    Change vs previous 13F +26,465 shares

    0.07% of the 13F portfolio, value $981,556.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,346 shares
    Change vs previous 13F +11,438 shares

    0.04% of the 13F portfolio, value $579,317.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,908 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $441,159.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).