Skip to content
Disclosery

CWM, LLC: EFG position timeline

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

CWM, LLC held 144,515 EFG 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 144,515 shares
    Change vs previous 13F -24,121 shares

    0.04% of the 13F portfolio, value $16,094,614.

    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 168,636 shares
    Change vs previous 13F -1,746 shares

    0.05% of the 13F portfolio, value $19,211,000.

    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 170,382 shares
    Change vs previous 13F -1,349,035 shares

    0.06% of the 13F portfolio, value $19,403,000.

    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 1,519,417 shares
    Change vs previous 13F -16,973 shares

    0.6% of the 13F portfolio, value $170,175,000.

    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 1,536,390 shares
    Change vs previous 13F -1,275,911 shares

    0.61% of the 13F portfolio, value $153,639,000.

    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 2,812,301 shares
    Change vs previous 13F +275,195 shares

    1.13% of the 13F portfolio, value $272,315,000.

    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 2,537,106 shares
    Change vs previous 13F -229,989 shares

    1.18% of the 13F portfolio, value $273,119,000.

    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 2,767,095 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $283,074,000.

    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).