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Disclosery

CWM, LLC: DFSV position timeline

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

CWM, LLC held 620,862 DFSV 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 620,862 shares
    Change vs previous 13F +70,371 shares

    0.06% of the 13F portfolio, value $21,755,020.

    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 550,491 shares
    Change vs previous 13F +457,270 shares

    0.05% of the 13F portfolio, value $18,106,000.

    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 93,221 shares
    Change vs previous 13F -61,118 shares

    0.01% of the 13F portfolio, value $2,968,000.

    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 154,339 shares
    Change vs previous 13F -193,516 shares

    0.02% of the 13F portfolio, value $4,542,000.

    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 347,855 shares
    Change vs previous 13F +259,159 shares

    0.04% of the 13F portfolio, value $9,792,000.

    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 88,696 shares
    Change vs previous 13F +25,275 shares

    0.01% of the 13F portfolio, value $2,730,000.

    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 63,421 shares
    Change vs previous 13F +53,749 shares

    0.01% of the 13F portfolio, value $1,953,000.

    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 9,672 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $278,000.

    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).