KW WEALTH MANAGEMENT LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 2 quarters from 2025-09-30 to 2026-03-31, KW WEALTH MANAGEMENT LLC opened 2 positions, added to 30, reduced 3 and sold out of 42.
- Q4 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 17,004.
- Q4 2025: Stock PG; Country of operation United States; Class COM; Shares before 4,802.
- Q4 2025: Stock IVR; Country of operation United States; Class COM; Shares before 13,156.
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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