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Disclosery

CWM, LLC: CGUS position timeline

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

CWM, LLC held 588,581 CGUS 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 588,581 shares
    Change vs previous 13F -13,625 shares

    0.06% of the 13F portfolio, value $22,613,291.

    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 602,206 shares
    Change vs previous 13F +2,705 shares

    0.07% of the 13F portfolio, value $24,227,000.

    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 599,501 shares
    Change vs previous 13F +18,718 shares

    0.07% of the 13F portfolio, value $23,704,000.

    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 580,783 shares
    Change vs previous 13F +21,120 shares

    0.08% of the 13F portfolio, value $21,448,000.

    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 559,663 shares
    Change vs previous 13F +193,050 shares

    0.07% of the 13F portfolio, value $18,693,000.

    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 366,613 shares
    Change vs previous 13F +44,088 shares

    0.05% of the 13F portfolio, value $12,820,000.

    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 322,525 shares
    Change vs previous 13F -515,882 shares

    0.05% of the 13F portfolio, value $11,056,000.

    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 838,407 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $27,039,000.

    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).