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Disclosery

CWM, LLC: ADT position timeline

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

CWM, LLC held 864,011 ADT 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 864,011 shares
    Change vs previous 13F -650,757 shares

    0.01% of the 13F portfolio, value $5,676,553.

    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 1,514,768 shares
    Change vs previous 13F +99,938 shares

    0.03% of the 13F portfolio, value $12,224,000.

    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 1,414,830 shares
    Change vs previous 13F +993,137 shares

    0.04% of the 13F portfolio, value $12,323,000.

    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 421,693 shares
    Change vs previous 13F +86,659 shares

    0.01% of the 13F portfolio, value $3,572,000.

    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 335,034 shares
    Change vs previous 13F +185,476 shares

    0.01% of the 13F portfolio, value $2,727,000.

    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 149,558 shares
    Change vs previous 13F +97,176 shares

    <0.01% of the 13F portfolio, value $1,033,000.

    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 52,382 shares
    Change vs previous 13F -8,522 shares

    <0.01% of the 13F portfolio, value $379,000.

    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 60,904 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $463,000.

    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).