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Disclosery

CWM, LLC: DFGR position timeline

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

CWM, LLC held 705,922 DFGR 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 705,922 shares
    Change vs previous 13F +125,154 shares

    0.05% of the 13F portfolio, value $18,763,404.

    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 580,768 shares
    Change vs previous 13F +575,838 shares

    0.04% of the 13F portfolio, value $15,344,000.

    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 4,930 shares
    Change vs previous 13F -125 shares

    <0.01% of the 13F portfolio, value $135,000.

    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 5,055 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $136,000.

    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 5,052 shares
    Change vs previous 13F -1,748 shares

    <0.01% of the 13F portfolio, value $133,000.

    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 6,800 shares
    Change vs previous 13F -2,993 shares

    <0.01% of the 13F portfolio, value $174,000.

    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 9,793 shares
    Change vs previous 13F -8,597 shares

    <0.01% of the 13F portfolio, value $283,000.

    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 18,390 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $460,000.

    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).