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CWM, LLC: C position timeline

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

CWM, LLC held 208,313 C 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 208,313 shares
    Change vs previous 13F +21,945 shares

    0.06% of the 13F portfolio, value $23,624,824.

    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 186,368 shares
    Change vs previous 13F +28,873 shares

    0.06% of the 13F portfolio, value $21,747,000.

    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 157,495 shares
    Change vs previous 13F +16,337 shares

    0.05% of the 13F portfolio, value $15,986,000.

    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 141,158 shares
    Change vs previous 13F +9,938 shares

    0.04% of the 13F portfolio, value $12,015,000.

    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 131,220 shares
    Change vs previous 13F +32,272 shares

    0.04% of the 13F portfolio, value $9,315,000.

    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 98,948 shares
    Change vs previous 13F +25,047 shares

    0.03% of the 13F portfolio, value $6,965,000.

    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 73,901 shares
    Change vs previous 13F +8,097 shares

    0.02% of the 13F portfolio, value $4,626,000.

    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 65,804 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,176,000.

    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).