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Disclosery

CWM, LLC: DIVI position timeline

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

CWM, LLC held 1,510,630 DIVI 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 1,510,630 shares
    Change vs previous 13F +266,159 shares

    0.16% of the 13F portfolio, value $60,138,162.

    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 1,244,471 shares
    Change vs previous 13F +154,297 shares

    0.13% of the 13F portfolio, value $48,397,000.

    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 1,090,174 shares
    Change vs previous 13F +259,683 shares

    0.12% of the 13F portfolio, value $40,674,000.

    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 830,491 shares
    Change vs previous 13F +120,681 shares

    0.1% of the 13F portfolio, value $29,599,000.

    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 709,810 shares
    Change vs previous 13F -3,112 shares

    0.09% of the 13F portfolio, value $23,133,000.

    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 712,922 shares
    Change vs previous 13F -15,332 shares

    0.09% of the 13F portfolio, value $21,395,000.

    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 728,254 shares
    Change vs previous 13F +18,541 shares

    0.1% of the 13F portfolio, value $24,149,000.

    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 709,713 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $22,186,000.

    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).