CWM, LLC: DOLE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on DOLE, newest first. How the timeline and the estimate are built.
CWM, LLC held 15,072 DOLE shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 15,072 sharesChange vs previous 13F +3,116 shares
<0.01% of the 13F portfolio, value $215,379.
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 11,956 sharesChange vs previous 13F +1,855 shares
<0.01% of the 13F portfolio, value $179,000.
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 10,101 sharesChange vs previous 13F +3,867 shares
<0.01% of the 13F portfolio, value $136,000.
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 6,234 sharesChange vs previous 13F +1,765 shares
<0.01% of the 13F portfolio, value $87,000.
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 4,469 sharesChange vs previous 13F -581 shares
<0.01% of the 13F portfolio, value $65,000.
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 5,050 sharesChange vs previous 13F +883 shares
<0.01% of the 13F portfolio, value $68,000.
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 4,167 sharesChange vs previous 13F +1,221 shares
<0.01% of the 13F portfolio, value $68,000.
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 2,946 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $36,000.
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).