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Disclosery

CWM, LLC: BSJR position timeline

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

CWM, LLC held 78,569 BSJR 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 78,569 shares
    Change vs previous 13F -6,998 shares

    <0.01% of the 13F portfolio, value $1,757,196.

    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 85,567 shares
    Change vs previous 13F -9,292 shares

    0.01% of the 13F portfolio, value $1,935,000.

    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 94,859 shares
    Change vs previous 13F +1,306 shares

    0.01% of the 13F portfolio, value $2,157,000.

    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 93,553 shares
    Change vs previous 13F +37,990 shares

    0.01% of the 13F portfolio, value $2,124,000.

    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 55,563 shares
    Change vs previous 13F +11,005 shares

    <0.01% of the 13F portfolio, value $1,245,000.

    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 44,558 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $998,000.

    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).