KW WEALTH MANAGEMENT LLC historic quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-09-30 to 2026-03-31, KW WEALTH MANAGEMENT LLC opened 0 positions, added to 2, reduced 1 and sold out of 4.
- Q4 2025: Stock RIO; Country of operation —; Class SPONSORED ADR; Shares before 10,296.
- Q4 2025: Stock SHEL; Country of operation —; Class SPON ADS; Shares before 8,240.
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.
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