LWMG, LLC BWB BRIDGEWATER BANCSHARES INC

Ownership history in LWMG, LLC  ·  8 quarters on record

AI Ownership Summary

LWMG, LLC reported BRIDGEWATER BANCSHARES INC (BWB) in 8 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.22% in 2023 Q4. The latest visible filing shows BWB at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LWMG, LLC's position in BRIDGEWATER BANCSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

BWB was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LWMG, LLC held BWB — position size vs. price
% of Fund (quarterly)    BWB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED 65,900 0% 0.18% $934K 2024-11-14 (Est.) $14.97
2024 Q2 UNCHANGED 65,900 0% 0.16% $765K 2024-07-11 $12.56
2024 Q1 UNCHANGED 65,900 0% 0.18% $767K 2024-05-02 $11.56
2023 Q4 UNCHANGED 65,900 0% 0.22% $891K 2024-02-06 $11.78
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LWMG, LLC and BWB

These are the practical questions this page is built to answer before you even open the full history table.

How long has LWMG, LLC reported owning BWB?

LWMG, LLC reported BWB across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported BWB position in LWMG, LLC's portfolio?

The largest reported portfolio weight for BWB was 0.22% in 2023 Q4.

What is the latest reported BWB position on this page?

The most recent filing on this page is 2024 Q3, when LWMG, LLC reported 65,900 shares, equal to 0.18% of portfolio, with an estimated market value of $934K.

What does the chart on this BWB ownership page compare?

The chart compares LWMG, LLC's quarterly BWB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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