Skip to content
Disclosery

CWM, LLC: AUB position timeline

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

CWM, LLC held 16,544 AUB 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 16,544 shares
    Change vs previous 13F +387 shares

    <0.01% of the 13F portfolio, value $591,284.

    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 16,157 shares
    Change vs previous 13F +138 shares

    <0.01% of the 13F portfolio, value $570,000.

    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 16,019 shares
    Change vs previous 13F +501 shares

    <0.01% of the 13F portfolio, value $565,000.

    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 15,518 shares
    Change vs previous 13F +14,469 shares

    <0.01% of the 13F portfolio, value $485,000.

    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 1,049 shares
    Change vs previous 13F +523 shares

    <0.01% of the 13F portfolio, value $33,000.

    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 526 shares
    Change vs previous 13F +53 shares

    <0.01% of the 13F portfolio, value $20,000.

    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 473 shares
    Change vs previous 13F +144 shares

    <0.01% of the 13F portfolio, value $18,000.

    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 329 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,000.

    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).