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Disclosery

CWM, LLC: ACWI position timeline

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

CWM, LLC held 155,387 ACWI 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 155,387 shares
    Change vs previous 13F +40,083 shares

    0.06% of the 13F portfolio, value $21,500,863.

    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 115,304 shares
    Change vs previous 13F +1,155 shares

    0.04% of the 13F portfolio, value $16,314,000.

    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 114,149 shares
    Change vs previous 13F +5,635 shares

    0.05% of the 13F portfolio, value $15,780,000.

    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 108,514 shares
    Change vs previous 13F +5,963 shares

    0.05% of the 13F portfolio, value $13,955,000.

    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 102,551 shares
    Change vs previous 13F +6,802 shares

    0.05% of the 13F portfolio, value $11,936,000.

    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 95,749 shares
    Change vs previous 13F +4,850 shares

    0.05% of the 13F portfolio, value $11,251,000.

    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 90,899 shares
    Change vs previous 13F +2,272 shares

    0.05% of the 13F portfolio, value $10,867,000.

    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 88,627 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $9,962,000.

    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).