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Disclosery

CWM, LLC: FLOT position timeline

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

CWM, LLC held 106,179 FLOT 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 106,179 shares
    Change vs previous 13F -225,224 shares

    0.01% of the 13F portfolio, value $5,409,815.

    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 331,403 shares
    Change vs previous 13F -6,109 shares

    0.05% of the 13F portfolio, value $16,855,000.

    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 337,512 shares
    Change vs previous 13F -5,527 shares

    0.05% of the 13F portfolio, value $17,242,000.

    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 343,039 shares
    Change vs previous 13F +2,826 shares

    0.06% of the 13F portfolio, value $17,502,000.

    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 340,213 shares
    Change vs previous 13F -8,957 shares

    0.07% of the 13F portfolio, value $17,368,000.

    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 349,170 shares
    Change vs previous 13F +151,500 shares

    0.07% of the 13F portfolio, value $17,766,000.

    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 197,670 shares
    Change vs previous 13F -41,849 shares

    0.04% of the 13F portfolio, value $10,089,000.

    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 239,519 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $12,237,000.

    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).