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Disclosery

CWM, LLC: DFIV position timeline

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

CWM, LLC held 1,079,191 DFIV 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 1,079,191 shares
    Change vs previous 13F +112,185 shares

    0.15% of the 13F portfolio, value $56,959,699.

    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 967,006 shares
    Change vs previous 13F +872,969 shares

    0.13% of the 13F portfolio, value $48,254,000.

    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 94,037 shares
    Change vs previous 13F +4,371 shares

    0.01% of the 13F portfolio, value $4,337,000.

    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 89,666 shares
    Change vs previous 13F +16,278 shares

    0.01% of the 13F portfolio, value $3,840,000.

    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 73,388 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $2,889,000.

    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 73,418 shares
    Change vs previous 13F -30,522 shares

    0.01% of the 13F portfolio, value $2,605,000.

    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 103,940 shares
    Change vs previous 13F +7,767 shares

    0.02% of the 13F portfolio, value $3,958,000.

    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 96,173 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,456,000.

    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).