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Disclosery

CWM, LLC: ESGU position timeline

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

CWM, LLC held 263,832 ESGU 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 263,832 shares
    Change vs previous 13F -13,853 shares

    0.1% of the 13F portfolio, value $37,311,089.

    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 277,685 shares
    Change vs previous 13F -14,037 shares

    0.11% of the 13F portfolio, value $41,369,000.

    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 291,722 shares
    Change vs previous 13F -25,237 shares

    0.13% of the 13F portfolio, value $42,475,000.

    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 316,959 shares
    Change vs previous 13F -52,334 shares

    0.15% of the 13F portfolio, value $42,885,000.

    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 369,293 shares
    Change vs previous 13F -26,105 shares

    0.18% of the 13F portfolio, value $45,020,000.

    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 395,398 shares
    Change vs previous 13F +7,153 shares

    0.21% of the 13F portfolio, value $50,935,000.

    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 388,245 shares
    Change vs previous 13F -61,978 shares

    0.21% of the 13F portfolio, value $48,989,000.

    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 450,223 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $53,721,000.

    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).