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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

  1. period ended2026-03-31
    13F 251,126 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 257,418 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 255,577 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 226,971 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 228,760 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 231,297 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 239,732 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 248,344 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).