CWM, LLC: ATO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on ATO, newest first. How the timeline and the estimate are built.
CWM, LLC held 19,502 ATO shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 19,502 sharesChange vs previous 13F +6,850 shares
0.01% of the 13F portfolio, value $3,602,425.
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 12,652 sharesChange vs previous 13F +579 shares
0.01% of the 13F portfolio, value $2,121,000.
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 12,073 sharesChange vs previous 13F +1,586 shares
0.01% of the 13F portfolio, value $2,062,000.
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 10,487 sharesChange vs previous 13F +877 shares
0.01% of the 13F portfolio, value $1,616,000.
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 9,610 sharesChange vs previous 13F +182 shares
0.01% of the 13F portfolio, value $1,485,000.
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 9,428 sharesChange vs previous 13F +1,062 shares
0.01% of the 13F portfolio, value $1,313,000.
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 8,366 sharesChange vs previous 13F +409 shares
<0.01% of the 13F portfolio, value $1,160,000.
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 7,957 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $928,000.
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).