CWM, LLC: DY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on DY, newest first. How the timeline and the estimate are built.
CWM, LLC held 2,009 DY shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 2,009 sharesChange vs previous 13F +53 shares
<0.01% of the 13F portfolio, value $680,689.
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 1,956 sharesChange vs previous 13F +36 shares
<0.01% of the 13F portfolio, value $661,000.
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 1,920 sharesChange vs previous 13F +358 shares
<0.01% of the 13F portfolio, value $560,000.
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 1,562 sharesChange vs previous 13F +777 shares
<0.01% of the 13F portfolio, value $382,000.
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 785 sharesChange vs previous 13F +227 shares
<0.01% of the 13F portfolio, value $120,000.
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 558 sharesChange vs previous 13F +27 shares
<0.01% of the 13F portfolio, value $97,000.
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 531 sharesChange vs previous 13F +181 shares
<0.01% of the 13F portfolio, value $105,000.
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 350 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $59,000.
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).