KW WEALTH MANAGEMENT LLC historic quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), over 2 quarters from 2025-09-30 to 2026-03-31, KW WEALTH MANAGEMENT LLC opened 1 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2078696), 2 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-09-30.
No position of this class changed this way in the filings compared.
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