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Disclosery

CWM, LLC: EFV position timeline

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

CWM, LLC held 3,030,442 EFV 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 3,030,442 shares
    Change vs previous 13F -2,473,244 shares

    0.59% of the 13F portfolio, value $225,313,350.

    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 5,503,686 shares
    Change vs previous 13F -924,664 shares

    1.06% of the 13F portfolio, value $393,018,000.

    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 6,428,350 shares
    Change vs previous 13F +82,277 shares

    1.31% of the 13F portfolio, value $436,035,000.

    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 6,346,073 shares
    Change vs previous 13F +1,725,475 shares

    1.42% of the 13F portfolio, value $402,849,000.

    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 4,620,598 shares
    Change vs previous 13F -1,417,023 shares

    1.09% of the 13F portfolio, value $272,338,000.

    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 6,037,621 shares
    Change vs previous 13F -140,372 shares

    1.31% of the 13F portfolio, value $316,794,000.

    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 6,177,993 shares
    Change vs previous 13F +3,140,696 shares

    1.53% of the 13F portfolio, value $355,420,000.

    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 3,037,297 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $161,098,000.

    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).