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CWM, LLC: EXPE position timeline

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

CWM, LLC held 70,888 EXPE 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 70,888 shares
    Change vs previous 13F -40,825 shares

    0.04% of the 13F portfolio, value $16,367,298.

    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 111,713 shares
    Change vs previous 13F +11,825 shares

    0.09% of the 13F portfolio, value $31,649,000.

    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 99,888 shares
    Change vs previous 13F +50,380 shares

    0.06% of the 13F portfolio, value $21,351,000.

    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 49,508 shares
    Change vs previous 13F +25,108 shares

    0.03% of the 13F portfolio, value $8,351,000.

    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 24,400 shares
    Change vs previous 13F +7,307 shares

    0.02% of the 13F portfolio, value $4,102,000.

    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 17,093 shares
    Change vs previous 13F +9,228 shares

    0.01% of the 13F portfolio, value $3,185,000.

    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 7,865 shares
    Change vs previous 13F +849 shares

    0.01% of the 13F portfolio, value $1,164,000.

    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 7,016 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $884,000.

    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).