CWM, LLC: DFUV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on DFUV, newest first. How the timeline and the estimate are built.
CWM, LLC held 167,038 DFUV shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 167,038 sharesChange vs previous 13F +1,034 shares
0.02% of the 13F portfolio, value $8,094,657.
13F-HR 0001580642-26-003177 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 166,004 sharesChange vs previous 13F +97,693 shares
0.02% of the 13F portfolio, value $7,734,000.
13F-HR 0001580642-26-000404 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 68,311 sharesChange vs previous 13F -12,401 shares
0.01% of the 13F portfolio, value $3,053,000.
13F-HR 0001580642-25-006592 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 80,712 sharesChange vs previous 13F +2,654 shares
0.01% of the 13F portfolio, value $3,413,000.
13F-HR 0001580642-25-004473 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 78,058 sharesChange vs previous 13F +3,053 shares
0.01% of the 13F portfolio, value $3,217,000.
13F-HR 0001580642-25-002731 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 75,005 sharesChange vs previous 13F -15,981 shares
0.01% of the 13F portfolio, value $3,069,000.
13F-HR 0001580642-25-000735 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 90,986 sharesChange vs previous 13F +7,207 shares
0.02% of the 13F portfolio, value $3,793,000.
13F-HR 0001580642-24-006078 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 83,779 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $3,290,000.
13F-HR 0001580642-24-003600 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).