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Disclosery

CWM, LLC: CBSH position timeline

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

CWM, LLC held 27,292 CBSH 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 27,292 shares
    Change vs previous 13F +6,426 shares

    <0.01% of the 13F portfolio, value $1,342,770.

    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 20,866 shares
    Change vs previous 13F -113,028 shares

    <0.01% of the 13F portfolio, value $1,092,000.

    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 133,894 shares
    Change vs previous 13F +11,391 shares

    0.02% of the 13F portfolio, value $8,001,000.

    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 122,503 shares
    Change vs previous 13F +1,086 shares

    0.03% of the 13F portfolio, value $7,616,000.

    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 121,417 shares
    Change vs previous 13F -3,929 shares

    0.03% of the 13F portfolio, value $7,556,000.

    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 125,346 shares
    Change vs previous 13F -6,178 shares

    0.03% of the 13F portfolio, value $7,810,000.

    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 131,524 shares
    Change vs previous 13F +1,004 shares

    0.03% of the 13F portfolio, value $7,813,000.

    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 130,520 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,280,000.

    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).