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Disclosery

CWM, LLC: DLTR position timeline

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

CWM, LLC held 24,415 DLTR 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 24,415 shares
    Change vs previous 13F +6,058 shares

    0.01% of the 13F portfolio, value $2,673,690.

    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 18,357 shares
    Change vs previous 13F -3,076 shares

    0.01% of the 13F portfolio, value $2,258,000.

    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 21,433 shares
    Change vs previous 13F -7,744 shares

    0.01% of the 13F portfolio, value $2,023,000.

    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 29,177 shares
    Change vs previous 13F +20,932 shares

    0.01% of the 13F portfolio, value $2,890,000.

    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 8,245 shares
    Change vs previous 13F +1,467 shares

    <0.01% of the 13F portfolio, value $619,000.

    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 6,778 shares
    Change vs previous 13F +4,417 shares

    <0.01% of the 13F portfolio, value $508,000.

    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 2,361 shares
    Change vs previous 13F -1,173 shares

    <0.01% of the 13F portfolio, value $166,000.

    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 3,534 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $377,000.

    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).