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CWM, LLC: DTM position timeline

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

CWM, LLC held 35,063 DTM 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 35,063 shares
    Change vs previous 13F +519 shares

    0.01% of the 13F portfolio, value $4,721,907.

    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 34,544 shares
    Change vs previous 13F +28,954 shares

    0.01% of the 13F portfolio, value $4,134,000.

    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 5,590 shares
    Change vs previous 13F +1,185 shares

    <0.01% of the 13F portfolio, value $632,000.

    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 4,405 shares
    Change vs previous 13F +204 shares

    <0.01% of the 13F portfolio, value $484,000.

    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 4,201 shares
    Change vs previous 13F +669 shares

    <0.01% of the 13F portfolio, value $405,000.

    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 3,532 shares
    Change vs previous 13F +187 shares

    <0.01% of the 13F portfolio, value $351,000.

    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 3,345 shares
    Change vs previous 13F +419 shares

    <0.01% of the 13F portfolio, value $263,000.

    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 2,926 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,000.

    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).