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Disclosery

CWM, LLC: DFAE position timeline

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

CWM, LLC held 1,265,472 DFAE 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 1,265,472 shares
    Change vs previous 13F +17,881 shares

    0.11% of the 13F portfolio, value $42,848,884.

    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 1,247,591 shares
    Change vs previous 13F +87,435 shares

    0.11% of the 13F portfolio, value $40,634,000.

    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 1,160,156 shares
    Change vs previous 13F +36,831 shares

    0.11% of the 13F portfolio, value $36,580,000.

    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 1,123,325 shares
    Change vs previous 13F -30,404 shares

    0.11% of the 13F portfolio, value $32,520,000.

    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 1,153,729 shares
    Change vs previous 13F +11,882 shares

    0.12% of the 13F portfolio, value $29,870,000.

    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 1,141,847 shares
    Change vs previous 13F +52,835 shares

    0.12% of the 13F portfolio, value $28,969,000.

    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 1,089,012 shares
    Change vs previous 13F -133,622 shares

    0.13% of the 13F portfolio, value $29,850,000.

    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 1,222,634 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $31,630,000.

    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).