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Disclosery

CWM, LLC: CXM position timeline

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

CWM, LLC held 53,705 CXM 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 53,705 shares
    Change vs previous 13F +34,900 shares

    <0.01% of the 13F portfolio, value $322,230.

    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 18,805 shares
    Change vs previous 13F +8,993 shares

    <0.01% of the 13F portfolio, value $146,000.

    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 9,812 shares
    Change vs previous 13F -1,306 shares

    <0.01% of the 13F portfolio, value $76,000.

    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 11,118 shares
    Change vs previous 13F +8,085 shares

    <0.01% of the 13F portfolio, value $94,000.

    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 3,033 shares
    Change vs previous 13F +487 shares

    <0.01% of the 13F portfolio, value $25,000.

    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 2,546 shares
    Change vs previous 13F +213 shares

    <0.01% of the 13F portfolio, value $22,000.

    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 2,333 shares
    Change vs previous 13F -1,287 shares

    <0.01% of the 13F portfolio, value $18,000.

    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 3,620 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,000.

    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).