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Disclosery

CWM, LLC: DFAX position timeline

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

CWM, LLC held 486,972 DFAX 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 486,972 shares
    Change vs previous 13F +302,012 shares

    0.04% of the 13F portfolio, value $16,542,448.

    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 184,960 shares
    Change vs previous 13F -48,212 shares

    0.02% of the 13F portfolio, value $6,054,000.

    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 233,172 shares
    Change vs previous 13F +21,439 shares

    0.02% of the 13F portfolio, value $7,317,000.

    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 211,733 shares
    Change vs previous 13F +3,513 shares

    0.02% of the 13F portfolio, value $6,219,000.

    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 208,220 shares
    Change vs previous 13F -1,814 shares

    0.02% of the 13F portfolio, value $5,455,000.

    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 210,034 shares
    Change vs previous 13F -552 shares

    0.02% of the 13F portfolio, value $5,221,000.

    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 210,586 shares
    Change vs previous 13F +62,456 shares

    0.02% of the 13F portfolio, value $5,688,000.

    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 148,130 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,765,000.

    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).