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Disclosery

CWM, LLC: FICS position timeline

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

CWM, LLC held 374,235 FICS 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 374,235 shares
    Change vs previous 13F +3,615 shares

    0.04% of the 13F portfolio, value $14,608,367.

    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 370,620 shares
    Change vs previous 13F +10,328 shares

    0.04% of the 13F portfolio, value $14,866,000.

    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 360,292 shares
    Change vs previous 13F +12,250 shares

    0.04% of the 13F portfolio, value $13,743,000.

    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 348,042 shares
    Change vs previous 13F +4,410 shares

    0.05% of the 13F portfolio, value $13,697,000.

    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 343,632 shares
    Change vs previous 13F +76,511 shares

    0.05% of the 13F portfolio, value $12,591,000.

    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 267,121 shares
    Change vs previous 13F +88,707 shares

    0.04% of the 13F portfolio, value $9,070,000.

    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 178,414 shares
    Change vs previous 13F +153,452 shares

    0.03% of the 13F portfolio, value $6,687,000.

    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 24,962 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $854,000.

    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).