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Disclosery

CWM, LLC: CGMS position timeline

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

CWM, LLC held 1,130,597 CGMS 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 1,130,597 shares
    Change vs previous 13F +175,837 shares

    0.08% of the 13F portfolio, value $30,786,149.

    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 954,760 shares
    Change vs previous 13F +28,066 shares

    0.07% of the 13F portfolio, value $26,370,000.

    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 926,694 shares
    Change vs previous 13F -2,591 shares

    0.08% of the 13F portfolio, value $25,716,000.

    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 929,285 shares
    Change vs previous 13F +757,795 shares

    0.09% of the 13F portfolio, value $25,667,000.

    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 171,490 shares
    Change vs previous 13F +130,953 shares

    0.02% of the 13F portfolio, value $4,682,000.

    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 40,537 shares
    Change vs previous 13F +33,632 shares

    <0.01% of the 13F portfolio, value $1,106,000.

    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 6,905 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $192,000.

    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).