CWM, LLC: ASB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on ASB, newest first. How the timeline and the estimate are built.
CWM, LLC held 39,971 ASB shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 39,971 sharesChange vs previous 13F +6,703 shares
<0.01% of the 13F portfolio, value $1,033,650.
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 33,268 sharesChange vs previous 13F -2,031 shares
<0.01% of the 13F portfolio, value $857,000.
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 35,299 sharesChange vs previous 13F +3,084 shares
<0.01% of the 13F portfolio, value $908,000.
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 32,215 sharesChange vs previous 13F +19,558 shares
<0.01% of the 13F portfolio, value $786,000.
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 12,657 sharesChange vs previous 13F +4,824 shares
<0.01% of the 13F portfolio, value $285,000.
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 7,833 sharesChange vs previous 13F -741 shares
<0.01% of the 13F portfolio, value $187,000.
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 8,574 sharesChange vs previous 13F +1,490 shares
<0.01% of the 13F portfolio, value $185,000.
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 7,084 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $150,000.
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).