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CWM, LLC: DFEM position timeline

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

CWM, LLC held 1,827,269 DFEM 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 1,827,269 shares
    Change vs previous 13F +152,408 shares

    0.17% of the 13F portfolio, value $63,132,129.

    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 1,674,861 shares
    Change vs previous 13F +1,656,049 shares

    0.15% of the 13F portfolio, value $55,404,000.

    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 18,812 shares
    Change vs previous 13F +2,274 shares

    <0.01% of the 13F portfolio, value $603,000.

    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 16,538 shares
    Change vs previous 13F -1,952 shares

    <0.01% of the 13F portfolio, value $491,000.

    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 18,490 shares
    Change vs previous 13F -1,138 shares

    <0.01% of the 13F portfolio, value $489,000.

    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 19,628 shares
    Change vs previous 13F -23,127 shares

    <0.01% of the 13F portfolio, value $514,000.

    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 42,755 shares
    Change vs previous 13F -37,504 shares

    0.01% of the 13F portfolio, value $1,204,000.

    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 80,259 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,145,000.

    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).