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CWM, LLC: DVOL position timeline

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

CWM, LLC held 49,186 DVOL 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 49,186 shares
    Change vs previous 13F -68,274 shares

    <0.01% of the 13F portfolio, value $1,700,478.

    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 117,460 shares
    Change vs previous 13F -11,129 shares

    0.01% of the 13F portfolio, value $4,115,000.

    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 128,589 shares
    Change vs previous 13F +5,550 shares

    0.01% of the 13F portfolio, value $4,559,000.

    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 123,039 shares
    Change vs previous 13F -60,966 shares

    0.02% of the 13F portfolio, value $4,320,000.

    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 184,005 shares
    Change vs previous 13F -11,078 shares

    0.03% of the 13F portfolio, value $6,540,000.

    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 195,083 shares
    Change vs previous 13F -16,833 shares

    0.03% of the 13F portfolio, value $6,609,000.

    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 211,916 shares
    Change vs previous 13F -45,001 shares

    0.03% of the 13F portfolio, value $7,025,000.

    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 256,917 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,777,000.

    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).