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Disclosery

CWM, LLC: DFAS position timeline

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

CWM, LLC held 128,719 DFAS 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 128,719 shares
    Change vs previous 13F -39,322 shares

    0.02% of the 13F portfolio, value $9,155,751.

    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 168,041 shares
    Change vs previous 13F -12,035 shares

    0.03% of the 13F portfolio, value $11,707,000.

    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 180,076 shares
    Change vs previous 13F -2,141 shares

    0.04% of the 13F portfolio, value $12,328,000.

    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 182,217 shares
    Change vs previous 13F +18,497 shares

    0.04% of the 13F portfolio, value $11,609,000.

    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 163,720 shares
    Change vs previous 13F -8,024 shares

    0.04% of the 13F portfolio, value $9,782,000.

    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 171,744 shares
    Change vs previous 13F -11,760 shares

    0.05% of the 13F portfolio, value $11,177,000.

    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 183,504 shares
    Change vs previous 13F -22,151 shares

    0.05% of the 13F portfolio, value $11,902,000.

    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 205,655 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $12,356,000.

    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).