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CWM, LLC: FMB position timeline

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

CWM, LLC held 123,047 FMB 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 123,047 shares
    Change vs previous 13F -9,015 shares

    0.02% of the 13F portfolio, value $6,233,567.

    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 132,062 shares
    Change vs previous 13F +5,021 shares

    0.02% of the 13F portfolio, value $6,753,000.

    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 127,041 shares
    Change vs previous 13F +20,364 shares

    0.02% of the 13F portfolio, value $6,441,000.

    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 106,677 shares
    Change vs previous 13F +10,756 shares

    0.02% of the 13F portfolio, value $5,315,000.

    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 95,921 shares
    Change vs previous 13F -10,204 shares

    0.02% of the 13F portfolio, value $4,837,000.

    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 106,125 shares
    Change vs previous 13F +45,275 shares

    0.02% of the 13F portfolio, value $5,413,000.

    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 60,850 shares
    Change vs previous 13F -30,738 shares

    0.01% of the 13F portfolio, value $3,162,000.

    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 91,588 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,677,000.

    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).