Skip to content
Disclosery

CWM, LLC: CFG position timeline

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

CWM, LLC held 225,549 CFG 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 225,549 shares
    Change vs previous 13F +38,072 shares

    0.04% of the 13F portfolio, value $13,526,175.

    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 187,477 shares
    Change vs previous 13F +87,158 shares

    0.03% of the 13F portfolio, value $10,951,000.

    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 100,319 shares
    Change vs previous 13F +23,624 shares

    0.02% of the 13F portfolio, value $5,333,000.

    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 76,695 shares
    Change vs previous 13F -63,595 shares

    0.01% of the 13F portfolio, value $3,432,000.

    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 140,290 shares
    Change vs previous 13F +39,405 shares

    0.02% of the 13F portfolio, value $5,748,000.

    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 100,885 shares
    Change vs previous 13F +18,452 shares

    0.02% of the 13F portfolio, value $4,415,000.

    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 82,433 shares
    Change vs previous 13F +41,734 shares

    0.01% of the 13F portfolio, value $3,386,000.

    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 40,699 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,466,000.

    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).