CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

KW holding history

Kennedy-Wilson Holdings, Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KW overview All 13F holders of KW Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of KW by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−47,293−100.0%	Sold out	Holders
Q1 2026	47,293	$511.7K	<0.1%	−1,038−2.1%	Reduced	Holders
Q4 2025	48,331	$467.4K	<0.1%	−6,364−11.6%	Reduced	Holders
Q3 2025	54,695	$455.1K	<0.1%	+54,695	New	Holders