Skip to content
Disclosery

CWM, LLC: FBND position timeline

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

CWM, LLC held 3,864,523 FBND 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 3,864,523 shares
    Change vs previous 13F +595,649 shares

    0.46% of the 13F portfolio, value $176,301,268.

    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 3,268,874 shares
    Change vs previous 13F +651,819 shares

    0.41% of the 13F portfolio, value $150,499,000.

    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 2,617,055 shares
    Change vs previous 13F +458,305 shares

    0.36% of the 13F portfolio, value $121,013,000.

    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 2,158,750 shares
    Change vs previous 13F +681,527 shares

    0.35% of the 13F portfolio, value $98,763,000.

    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 1,477,223 shares
    Change vs previous 13F +60,287 shares

    0.27% of the 13F portfolio, value $67,435,000.

    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 1,416,936 shares
    Change vs previous 13F +143,288 shares

    0.26% of the 13F portfolio, value $63,578,000.

    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 1,273,648 shares
    Change vs previous 13F +272,917 shares

    0.26% of the 13F portfolio, value $59,530,000.

    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 1,000,731 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $44,963,000.

    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).