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Disclosery

CWM, LLC: BILS position timeline

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

CWM, LLC held 2,019,477 BILS 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 2,019,477 shares
    Change vs previous 13F -37,965 shares

    0.53% of the 13F portfolio, value $200,816,793.

    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 2,057,442 shares
    Change vs previous 13F -93,932 shares

    0.55% of the 13F portfolio, value $204,139,000.

    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 2,151,374 shares
    Change vs previous 13F +275,464 shares

    0.64% of the 13F portfolio, value $214,105,000.

    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 1,875,910 shares
    Change vs previous 13F -151,650 shares

    0.66% of the 13F portfolio, value $186,522,000.

    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 2,027,560 shares
    Change vs previous 13F +360,183 shares

    0.8% of the 13F portfolio, value $201,722,000.

    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 1,667,377 shares
    Change vs previous 13F -10,746 shares

    0.69% of the 13F portfolio, value $165,320,000.

    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 1,678,123 shares
    Change vs previous 13F +55,014 shares

    0.72% of the 13F portfolio, value $167,107,000.

    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 1,623,109 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $161,288,000.

    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).