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Disclosery

CWM, LLC: BNY position timeline

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

CWM, LLC held 320,619 BNY 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 320,619 shares
    Change vs previous 13F -13,942 shares

    0.1% of the 13F portfolio, value $38,034,974.

    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 334,561 shares
    Change vs previous 13F +13,727 shares

    0.11% of the 13F portfolio, value $38,839,000.

    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 320,834 shares
    Change vs previous 13F +3,935 shares

    0.11% of the 13F portfolio, value $34,958,000.

    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 316,899 shares
    Change vs previous 13F -14,612 shares

    0.1% of the 13F portfolio, value $28,873,000.

    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 331,511 shares
    Change vs previous 13F -19,288 shares

    0.11% of the 13F portfolio, value $27,804,000.

    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 350,799 shares
    Change vs previous 13F -26,125 shares

    0.11% of the 13F portfolio, value $26,952,000.

    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 376,924 shares
    Change vs previous 13F -30,671 shares

    0.12% of the 13F portfolio, value $27,086,000.

    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 407,595 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $24,411,000.

    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).