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Disclosery

CWM, LLC: CGBL position timeline

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

CWM, LLC held 2,229,671 CGBL 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 2,229,671 shares
    Change vs previous 13F +61,631 shares

    0.2% of the 13F portfolio, value $76,722,962.

    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 2,168,040 shares
    Change vs previous 13F +117,287 shares

    0.21% of the 13F portfolio, value $76,597,000.

    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 2,050,753 shares
    Change vs previous 13F -156,812 shares

    0.21% of the 13F portfolio, value $71,202,000.

    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 2,207,565 shares
    Change vs previous 13F +1,492,252 shares

    0.26% of the 13F portfolio, value $73,821,000.

    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 715,313 shares
    Change vs previous 13F +650,654 shares

    0.09% of the 13F portfolio, value $22,160,000.

    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 64,659 shares
    Change vs previous 13F +15,555 shares

    0.01% of the 13F portfolio, value $2,022,000.

    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 49,104 shares
    Change vs previous 13F +9,754 shares

    0.01% of the 13F portfolio, value $1,525,000.

    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 39,350 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,170,000.

    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).