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Disclosery

CWM, LLC: BOND position timeline

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

CWM, LLC held 3,741,411 BOND 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 3,741,411 shares
    Change vs previous 13F -408,165 shares

    0.91% of the 13F portfolio, value $345,257,427.

    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 4,149,576 shares
    Change vs previous 13F +177,815 shares

    1.05% of the 13F portfolio, value $386,243,000.

    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 3,971,761 shares
    Change vs previous 13F +108,520 shares

    1.12% of the 13F portfolio, value $370,764,000.

    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 3,863,241 shares
    Change vs previous 13F -291,554 shares

    1.26% of the 13F portfolio, value $356,114,000.

    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 4,154,795 shares
    Change vs previous 13F +415,209 shares

    1.53% of the 13F portfolio, value $384,194,000.

    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 3,739,586 shares
    Change vs previous 13F +127,172 shares

    1.4% of the 13F portfolio, value $338,133,000.

    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 3,612,414 shares
    Change vs previous 13F +505,632 shares

    1.47% of the 13F portfolio, value $341,770,000.

    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 3,106,782 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $282,966,000.

    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).