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Disclosery

CWM, LLC: D position timeline

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

CWM, LLC held 52,475 D 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 52,475 shares
    Change vs previous 13F +1,452 shares

    0.01% of the 13F portfolio, value $3,243,993.

    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 51,023 shares
    Change vs previous 13F -2,202 shares

    0.01% of the 13F portfolio, value $2,989,000.

    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 53,225 shares
    Change vs previous 13F -387,366 shares

    0.01% of the 13F portfolio, value $3,256,000.

    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 440,591 shares
    Change vs previous 13F +772 shares

    0.09% of the 13F portfolio, value $24,902,000.

    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 439,819 shares
    Change vs previous 13F -1,594 shares

    0.1% of the 13F portfolio, value $24,661,000.

    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 441,413 shares
    Change vs previous 13F -24,295 shares

    0.1% of the 13F portfolio, value $23,774,000.

    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 465,708 shares
    Change vs previous 13F -8,102 shares

    0.12% of the 13F portfolio, value $26,913,000.

    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 473,810 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $23,217,000.

    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).