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Disclosery

CWM, LLC: BAI position timeline

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

CWM, LLC held 5,610,905 BAI 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 5,610,905 shares
    Change vs previous 13F +490,266 shares

    0.49% of the 13F portfolio, value $184,879,315.

    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 5,120,639 shares
    Change vs previous 13F +270,474 shares

    0.46% of the 13F portfolio, value $170,517,000.

    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 4,850,165 shares
    Change vs previous 13F +2,216,153 shares

    0.5% of the 13F portfolio, value $165,682,000.

    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 2,634,012 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $75,991,000.

    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).