CWM, LLC: DC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on DC, newest first. How the timeline and the estimate are built.
CWM, LLC held 5,859 DC shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 5,859 sharesChange vs previous 13F +747 shares
<0.01% of the 13F portfolio, value $29,588.
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 5,112 sharesChange vs previous 13F -483 shares
<0.01% of the 13F portfolio, value $29,000.
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 5,595 sharesChange vs previous 13F +858 shares
<0.01% of the 13F portfolio, value $25,000.
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 4,737 sharesChange vs previous 13F +1,614 shares
<0.01% of the 13F portfolio, value $17,000.
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 3,123 sharesChange vs previous 13F +1,642 shares
<0.01% of the 13F portfolio, value $8,000.
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 1,481 sharesChange vs previous 13F +318 shares
<0.01% of the 13F portfolio, value $3,000.
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 1,163 sharesChange vs previous 13F +707 shares
<0.01% of the 13F portfolio, value $3,000.
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 456 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,000.
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).