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Disclosery

CWM, LLC: CDC position timeline

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

CWM, LLC held 303,538 CDC 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 303,538 shares
    Change vs previous 13F -1,533 shares

    0.06% of the 13F portfolio, value $21,681,423.

    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 305,071 shares
    Change vs previous 13F -22,145 shares

    0.05% of the 13F portfolio, value $20,101,000.

    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 327,216 shares
    Change vs previous 13F +8,707 shares

    0.07% of the 13F portfolio, value $21,838,000.

    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 318,509 shares
    Change vs previous 13F +20,080 shares

    0.07% of the 13F portfolio, value $20,292,000.

    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 298,429 shares
    Change vs previous 13F +2,185 shares

    0.08% of the 13F portfolio, value $19,613,000.

    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 296,244 shares
    Change vs previous 13F +8,634 shares

    0.08% of the 13F portfolio, value $18,539,000.

    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 287,610 shares
    Change vs previous 13F +4,619 shares

    0.08% of the 13F portfolio, value $18,692,000.

    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 282,991 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $16,572,000.

    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).