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CWM, LLC: FIVE position timeline

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

CWM, LLC held 62,620 FIVE 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 62,620 shares
    Change vs previous 13F +26,442 shares

    0.04% of the 13F portfolio, value $14,307,428.

    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 36,178 shares
    Change vs previous 13F +21,348 shares

    0.02% of the 13F portfolio, value $6,815,000.

    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 14,830 shares
    Change vs previous 13F +1,098 shares

    0.01% of the 13F portfolio, value $2,294,000.

    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 13,732 shares
    Change vs previous 13F -9,436 shares

    0.01% of the 13F portfolio, value $1,801,000.

    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 23,168 shares
    Change vs previous 13F +18,257 shares

    0.01% of the 13F portfolio, value $1,736,000.

    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 4,911 shares
    Change vs previous 13F +4,027 shares

    <0.01% of the 13F portfolio, value $515,000.

    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 884 shares
    Change vs previous 13F -375 shares

    <0.01% of the 13F portfolio, value $78,000.

    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 1,259 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $137,000.

    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).