CWM, LLC: CX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on CX, newest first. How the timeline and the estimate are built.
CWM, LLC held 41,949 CX shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 41,949 sharesChange vs previous 13F +8,206 shares
<0.01% of the 13F portfolio, value $479,897.
13F-HR 0001580642-26-003177 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 33,743 sharesChange vs previous 13F +30,554 shares
<0.01% of the 13F portfolio, value $388,000.
13F-HR 0001580642-26-000404 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,189 sharesChange vs previous 13F +295 shares
<0.01% of the 13F portfolio, value $29,000.
13F-HR 0001580642-25-006592 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,894 sharesChange vs previous 13F +1,023 shares
<0.01% of the 13F portfolio, value $20,000.
13F-HR 0001580642-25-004473 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,871 sharesChange vs previous 13F -558 shares
<0.01% of the 13F portfolio, value $10,000.
13F-HR 0001580642-25-002731 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,429 sharesChange vs previous 13F -759 shares
<0.01% of the 13F portfolio, value $14,000.
13F-HR 0001580642-25-000735 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,188 sharesChange vs previous 13F +419 shares
<0.01% of the 13F portfolio, value $19,000.
13F-HR 0001580642-24-006078 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 2,769 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $18,000.
13F-HR 0001580642-24-003600 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).