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CWM, LLC

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Filer group, 2 members, built by the linking rules

CWM, LLC is a filer group of 2 members, 2 of them filing 13F reports, with 2 filings between them.

Members

Each member with the evidence that put it in the group. A member counts only inside the quarters shown (method).

MemberKindQuartersEvidence
CWM, LLCCIK 153584713F filerall
Carson Group Investing, LLCCIK 187964813F filerfrom Q1 2026

Filings of the group

The union of the members' filings: 13F reports and notices, 13D and 13G naming a member, and Forms 3, 4 and 5 with a member as reporting owner.

FilingSubjectFiledAcceptedIngested
13F-NT 0001879648-26-000003 Quarter ended 2026-03-312026-05-21acceptance time not in the bulk data set
13F-HR 0001580642-26-003177 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set