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Disclosery

CWM, LLC: CFFN position timeline

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

CWM, LLC held 191,431 CFFN 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 191,431 shares
    Change vs previous 13F +2,728 shares

    <0.01% of the 13F portfolio, value $1,364,900.

    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 188,703 shares
    Change vs previous 13F +26,931 shares

    <0.01% of the 13F portfolio, value $1,285,000.

    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 161,772 shares
    Change vs previous 13F +82,960 shares

    <0.01% of the 13F portfolio, value $1,027,000.

    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 78,812 shares
    Change vs previous 13F +24,714 shares

    <0.01% of the 13F portfolio, value $481,000.

    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 54,098 shares
    Change vs previous 13F +8,477 shares

    <0.01% of the 13F portfolio, value $303,000.

    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 45,621 shares
    Change vs previous 13F +7,834 shares

    <0.01% of the 13F portfolio, value $270,000.

    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 37,787 shares
    Change vs previous 13F +26,004 shares

    <0.01% of the 13F portfolio, value $221,000.

    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 11,783 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $65,000.

    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).