CWM, LLC: ED position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on ED, newest first. How the timeline and the estimate are built.
CWM, LLC held 251,126 ED shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 251,126 sharesChange vs previous 13F -6,292 shares
0.07% of the 13F portfolio, value $28,422,402.
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 257,418 sharesChange vs previous 13F +1,841 shares
0.07% of the 13F portfolio, value $25,567,000.
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 255,577 sharesChange vs previous 13F +28,606 shares
0.08% of the 13F portfolio, value $25,691,000.
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 226,971 sharesChange vs previous 13F -1,789 shares
0.08% of the 13F portfolio, value $22,777,000.
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 228,760 sharesChange vs previous 13F -2,537 shares
0.1% of the 13F portfolio, value $25,299,000.
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 231,297 sharesChange vs previous 13F -8,435 shares
0.09% of the 13F portfolio, value $20,639,000.
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 239,732 sharesChange vs previous 13F -8,612 shares
0.11% of the 13F portfolio, value $24,963,000.
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 248,344 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $22,207,000.
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).