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Disclosery

CWM, LLC: AX position timeline

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

CWM, LLC held 10,140 AX 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 10,140 shares
    Change vs previous 13F +184 shares

    <0.01% of the 13F portfolio, value $862,813.

    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 9,956 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $858,000.

    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 9,993 shares
    Change vs previous 13F -240 shares

    <0.01% of the 13F portfolio, value $846,000.

    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 10,233 shares
    Change vs previous 13F +2,527 shares

    <0.01% of the 13F portfolio, value $778,000.

    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 7,706 shares
    Change vs previous 13F +4,042 shares

    <0.01% of the 13F portfolio, value $497,000.

    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 3,664 shares
    Change vs previous 13F +305 shares

    <0.01% of the 13F portfolio, value $256,000.

    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 3,359 shares
    Change vs previous 13F -1,849 shares

    <0.01% of the 13F portfolio, value $211,000.

    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 5,208 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $298,000.

    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).