CWM, LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on DSI, newest first. How the timeline and the estimate are built.
CWM, LLC held 68,193 DSI shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 68,193 sharesChange vs previous 13F -950 shares
0.02% of the 13F portfolio, value $8,264,312.
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 69,143 sharesChange vs previous 13F -3,422 shares
0.02% of the 13F portfolio, value $8,908,000.
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 72,565 sharesChange vs previous 13F -3,256 shares
0.03% of the 13F portfolio, value $9,140,000.
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 75,821 sharesChange vs previous 13F -255 shares
0.03% of the 13F portfolio, value $8,807,000.
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 76,076 sharesChange vs previous 13F +1,040 shares
0.03% of the 13F portfolio, value $7,791,000.
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 75,036 sharesChange vs previous 13F -15,986 shares
0.03% of the 13F portfolio, value $8,273,000.
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 91,022 sharesChange vs previous 13F -36,051 shares
0.04% of the 13F portfolio, value $9,902,000.
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 127,073 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $13,197,000.
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).