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Disclosery

CWM, LLC: DFUS position timeline

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

CWM, LLC held 47,973 DFUS 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 47,973 shares
    Change vs previous 13F +773 shares

    0.01% of the 13F portfolio, value $3,401,747.

    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 47,200 shares
    Change vs previous 13F -128 shares

    0.01% of the 13F portfolio, value $3,501,000.

    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 47,328 shares
    Change vs previous 13F -12,748 shares

    0.01% of the 13F portfolio, value $3,428,000.

    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 60,076 shares
    Change vs previous 13F -3,076 shares

    0.01% of the 13F portfolio, value $4,026,000.

    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 63,152 shares
    Change vs previous 13F -877 shares

    0.02% of the 13F portfolio, value $3,819,000.

    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 64,029 shares
    Change vs previous 13F +3,564 shares

    0.02% of the 13F portfolio, value $4,082,000.

    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 60,465 shares
    Change vs previous 13F +2,171 shares

    0.02% of the 13F portfolio, value $3,761,000.

    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 58,294 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,431,000.

    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).