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Disclosery

CWM, LLC: CI position timeline

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

CWM, LLC held 111,342 CI 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 111,342 shares
    Change vs previous 13F +26,539 shares

    0.08% of the 13F portfolio, value $29,700,481.

    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 84,803 shares
    Change vs previous 13F +9,566 shares

    0.06% of the 13F portfolio, value $23,340,000.

    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 75,237 shares
    Change vs previous 13F -1,190 shares

    0.07% of the 13F portfolio, value $21,687,000.

    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 76,427 shares
    Change vs previous 13F +1,399 shares

    0.09% of the 13F portfolio, value $25,265,000.

    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 75,028 shares
    Change vs previous 13F +6,127 shares

    0.1% of the 13F portfolio, value $24,684,000.

    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 68,901 shares
    Change vs previous 13F -1,992 shares

    0.08% of the 13F portfolio, value $19,026,000.

    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 70,893 shares
    Change vs previous 13F +298 shares

    0.11% of the 13F portfolio, value $24,560,000.

    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 70,595 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $23,337,000.

    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).