CWM, LLC: ALLE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on ALLE, newest first. How the timeline and the estimate are built.
CWM, LLC held 19,849 ALLE shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 19,849 sharesChange vs previous 13F -3,584 shares
0.01% of the 13F portfolio, value $2,883,896.
13F-HR 0001580642-26-003177 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,433 sharesChange vs previous 13F +754 shares
0.01% of the 13F portfolio, value $3,731,000.
13F-HR 0001580642-26-000404 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,679 sharesChange vs previous 13F +53 shares
0.01% of the 13F portfolio, value $4,022,000.
13F-HR 0001580642-25-006592 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,626 sharesChange vs previous 13F -3,568 shares
0.01% of the 13F portfolio, value $3,261,000.
13F-HR 0001580642-25-004473 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,194 sharesChange vs previous 13F +20,331 shares
0.01% of the 13F portfolio, value $3,417,000.
13F-HR 0001580642-25-002731 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,863 sharesChange vs previous 13F +2,505 shares
<0.01% of the 13F portfolio, value $766,000.
13F-HR 0001580642-25-000735 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,358 sharesChange vs previous 13F +340 shares
<0.01% of the 13F portfolio, value $489,000.
13F-HR 0001580642-24-006078 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 3,018 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $357,000.
13F-HR 0001580642-24-003600 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).