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Disclosery

CWM, LLC: BSV position timeline

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

CWM, LLC held 111,533 BSV 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 111,533 shares
    Change vs previous 13F +13,878 shares

    0.02% of the 13F portfolio, value $8,745,268.

    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 97,655 shares
    Change vs previous 13F +2,301 shares

    0.02% of the 13F portfolio, value $7,696,000.

    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 95,354 shares
    Change vs previous 13F -403 shares

    0.02% of the 13F portfolio, value $7,524,000.

    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 95,757 shares
    Change vs previous 13F -647 shares

    0.03% of the 13F portfolio, value $7,536,000.

    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 96,404 shares
    Change vs previous 13F -132,599 shares

    0.03% of the 13F portfolio, value $7,546,000.

    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 229,003 shares
    Change vs previous 13F -895 shares

    0.07% of the 13F portfolio, value $17,695,000.

    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 229,898 shares
    Change vs previous 13F -78,966 shares

    0.08% of the 13F portfolio, value $18,091,000.

    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 308,864 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $23,690,000.

    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).