Skip to content
Disclosery

CWM, LLC: ALGN position timeline

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

CWM, LLC held 103,496 ALGN 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 103,496 shares
    Change vs previous 13F -321 shares

    0.05% of the 13F portfolio, value $17,742,314.

    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 103,817 shares
    Change vs previous 13F +83,842 shares

    0.04% of the 13F portfolio, value $16,211,000.

    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 19,975 shares
    Change vs previous 13F +6,704 shares

    0.01% of the 13F portfolio, value $2,501,000.

    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 13,271 shares
    Change vs previous 13F +4,034 shares

    0.01% of the 13F portfolio, value $2,513,000.

    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 9,237 shares
    Change vs previous 13F +4,749 shares

    0.01% of the 13F portfolio, value $1,467,000.

    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 4,488 shares
    Change vs previous 13F -2,233 shares

    <0.01% of the 13F portfolio, value $936,000.

    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 6,721 shares
    Change vs previous 13F +2,503 shares

    0.01% of the 13F portfolio, value $1,709,000.

    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 4,218 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,018,000.

    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).