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Disclosery

CWM, LLC: EPR position timeline

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

CWM, LLC held 15,358 EPR 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 15,358 shares
    Change vs previous 13F -2,851 shares

    <0.01% of the 13F portfolio, value $767,286.

    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 18,209 shares
    Change vs previous 13F -3,608 shares

    <0.01% of the 13F portfolio, value $909,000.

    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 21,817 shares
    Change vs previous 13F -1,918 shares

    <0.01% of the 13F portfolio, value $1,266,000.

    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 23,735 shares
    Change vs previous 13F +14,483 shares

    <0.01% of the 13F portfolio, value $1,383,000.

    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 9,252 shares
    Change vs previous 13F +3,864 shares

    <0.01% of the 13F portfolio, value $487,000.

    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 5,388 shares
    Change vs previous 13F -2,295 shares

    <0.01% of the 13F portfolio, value $239,000.

    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 7,683 shares
    Change vs previous 13F +2,547 shares

    <0.01% of the 13F portfolio, value $377,000.

    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 5,136 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $216,000.

    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).