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Disclosery

CWM, LLC: FDN position timeline

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

CWM, LLC held 7,115 FDN 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 7,115 shares
    Change vs previous 13F -9,903 shares

    <0.01% of the 13F portfolio, value $1,665,132.

    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 17,018 shares
    Change vs previous 13F -1,497 shares

    0.01% of the 13F portfolio, value $4,581,000.

    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 18,515 shares
    Change vs previous 13F +429 shares

    0.02% of the 13F portfolio, value $5,181,000.

    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 18,086 shares
    Change vs previous 13F -6,344 shares

    0.02% of the 13F portfolio, value $4,871,000.

    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 24,430 shares
    Change vs previous 13F -629 shares

    0.02% of the 13F portfolio, value $5,427,000.

    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 25,059 shares
    Change vs previous 13F -1,061 shares

    0.03% of the 13F portfolio, value $6,094,000.

    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 26,120 shares
    Change vs previous 13F -3,850 shares

    0.02% of the 13F portfolio, value $5,533,000.

    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 29,970 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,142,000.

    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).