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Disclosery

CWM, LLC: BSJQ position timeline

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

CWM, LLC held 266,522 BSJQ 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 266,522 shares
    Change vs previous 13F -31,749 shares

    0.02% of the 13F portfolio, value $6,176,658.

    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 298,271 shares
    Change vs previous 13F -125,387 shares

    0.02% of the 13F portfolio, value $6,962,000.

    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 423,658 shares
    Change vs previous 13F -16,063 shares

    0.03% of the 13F portfolio, value $9,916,000.

    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 439,721 shares
    Change vs previous 13F -53,494 shares

    0.04% of the 13F portfolio, value $10,259,000.

    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 493,215 shares
    Change vs previous 13F -15,548 shares

    0.05% of the 13F portfolio, value $11,438,000.

    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 508,763 shares
    Change vs previous 13F -12,093 shares

    0.05% of the 13F portfolio, value $11,841,000.

    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 520,856 shares
    Change vs previous 13F +92,554 shares

    0.05% of the 13F portfolio, value $12,217,000.

    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 428,302 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $9,879,000.

    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).