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CWM, LLC: CF position timeline

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

CWM, LLC held 7,311 CF 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 7,311 shares
    Change vs previous 13F -35,807 shares

    <0.01% of the 13F portfolio, value $949,231.

    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 43,118 shares
    Change vs previous 13F +4,671 shares

    0.01% of the 13F portfolio, value $3,335,000.

    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 38,447 shares
    Change vs previous 13F -13,242 shares

    0.01% of the 13F portfolio, value $3,449,000.

    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 51,689 shares
    Change vs previous 13F +6,449 shares

    0.02% of the 13F portfolio, value $4,755,000.

    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 45,240 shares
    Change vs previous 13F +5,636 shares

    0.01% of the 13F portfolio, value $3,536,000.

    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 39,604 shares
    Change vs previous 13F +2,055 shares

    0.01% of the 13F portfolio, value $3,379,000.

    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 37,549 shares
    Change vs previous 13F -2,218 shares

    0.01% of the 13F portfolio, value $3,222,000.

    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 39,767 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,948,000.

    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).