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Disclosery

CWM, LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on ACN, newest first. How the timeline and the estimate are built.

CWM, LLC held 150,912 ACN shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 150,912 shares
    Change vs previous 13F -39,143 shares

    0.08% of the 13F portfolio, value $29,924,433.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 190,055 shares
    Change vs previous 13F +74,394 shares

    0.14% of the 13F portfolio, value $50,992,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 115,661 shares
    Change vs previous 13F +26,881 shares

    0.09% of the 13F portfolio, value $28,522,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 88,780 shares
    Change vs previous 13F +2,272 shares

    0.09% of the 13F portfolio, value $26,536,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 86,508 shares
    Change vs previous 13F -2,134 shares

    0.11% of the 13F portfolio, value $26,994,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 88,642 shares
    Change vs previous 13F -2,713 shares

    0.13% of the 13F portfolio, value $31,183,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 91,355 shares
    Change vs previous 13F -2,363 shares

    0.14% of the 13F portfolio, value $32,292,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 93,718 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $28,435,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).