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Disclosery

CWM, LLC: DSEP position timeline

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

CWM, LLC held 125,930 DSEP 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 125,930 shares
    Change vs previous 13F -61,192 shares

    0.01% of the 13F portfolio, value $5,536,084.

    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 187,122 shares
    Change vs previous 13F +64,959 shares

    0.02% of the 13F portfolio, value $8,403,000.

    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 122,163 shares
    Change vs previous 13F +31,069 shares

    0.02% of the 13F portfolio, value $5,400,000.

    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 91,094 shares
    Change vs previous 13F -197 shares

    0.01% of the 13F portfolio, value $3,862,000.

    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 91,291 shares
    Change vs previous 13F -5,602 shares

    0.01% of the 13F portfolio, value $3,622,000.

    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 96,893 shares
    Change vs previous 13F -3,363 shares

    0.02% of the 13F portfolio, value $3,929,000.

    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 100,256 shares
    Change vs previous 13F +22,957 shares

    0.02% of the 13F portfolio, value $4,015,000.

    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 77,299 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,024,000.

    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).