Skip to content
Disclosery

CWM, LLC: CGMU position timeline

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

CWM, LLC held 97,197 CGMU 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 97,197 shares
    Change vs previous 13F +28,299 shares

    0.01% of the 13F portfolio, value $2,638,909.

    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 68,898 shares
    Change vs previous 13F +3,668 shares

    0.01% of the 13F portfolio, value $1,886,000.

    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 65,230 shares
    Change vs previous 13F +3,356 shares

    0.01% of the 13F portfolio, value $1,780,000.

    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 61,874 shares
    Change vs previous 13F +457 shares

    0.01% of the 13F portfolio, value $1,651,000.

    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 61,417 shares
    Change vs previous 13F +988 shares

    0.01% of the 13F portfolio, value $1,647,000.

    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 60,429 shares
    Change vs previous 13F +56,895 shares

    0.01% of the 13F portfolio, value $1,627,000.

    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 3,534 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $97,000.

    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).