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Disclosery

CWM, LLC: CBOE position timeline

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

CWM, LLC held 115,114 CBOE 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 115,114 shares
    Change vs previous 13F -10,806 shares

    0.09% of the 13F portfolio, value $32,354,967.

    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 125,920 shares
    Change vs previous 13F -7,484 shares

    0.09% of the 13F portfolio, value $31,606,000.

    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 133,404 shares
    Change vs previous 13F +1,317 shares

    0.1% of the 13F portfolio, value $32,717,000.

    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 132,087 shares
    Change vs previous 13F -1,822 shares

    0.11% of the 13F portfolio, value $30,804,000.

    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 133,909 shares
    Change vs previous 13F -5,263 shares

    0.12% of the 13F portfolio, value $30,302,000.

    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 139,172 shares
    Change vs previous 13F -7,404 shares

    0.11% of the 13F portfolio, value $27,194,000.

    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 146,576 shares
    Change vs previous 13F -9,140 shares

    0.13% of the 13F portfolio, value $30,029,000.

    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 155,716 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $26,481,000.

    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).