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Disclosery

CWM, LLC: ACWV position timeline

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

CWM, LLC held 34,141 ACWV 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 34,141 shares
    Change vs previous 13F +808 shares

    0.01% of the 13F portfolio, value $4,080,191.

    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 33,333 shares
    Change vs previous 13F +23 shares

    0.01% of the 13F portfolio, value $3,958,000.

    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 33,310 shares
    Change vs previous 13F -162 shares

    0.01% of the 13F portfolio, value $3,995,000.

    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 33,472 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $3,969,000.

    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 33,380 shares
    Change vs previous 13F +1,965 shares

    0.02% of the 13F portfolio, value $3,884,000.

    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 31,415 shares
    Change vs previous 13F -1,038 shares

    0.01% of the 13F portfolio, value $3,431,000.

    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 32,453 shares
    Change vs previous 13F +1,004 shares

    0.02% of the 13F portfolio, value $3,717,000.

    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 31,449 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,291,000.

    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).