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CWM, LLC: FNDC position timeline

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

CWM, LLC held 212,911 FNDC 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 212,911 shares
    Change vs previous 13F +4,882 shares

    0.03% of the 13F portfolio, value $9,870,557.

    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 208,029 shares
    Change vs previous 13F +205,380 shares

    0.03% of the 13F portfolio, value $9,268,000.

    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 2,649 shares
    Change vs previous 13F -1,386 shares

    <0.01% of the 13F portfolio, value $118,000.

    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 4,035 shares
    Change vs previous 13F -158 shares

    <0.01% of the 13F portfolio, value $170,000.

    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 4,193 shares
    Change vs previous 13F -166 shares

    <0.01% of the 13F portfolio, value $152,000.

    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 4,359 shares
    Change vs previous 13F -1,922 shares

    <0.01% of the 13F portfolio, value $149,000.

    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 6,281 shares
    Change vs previous 13F -2,357 shares

    <0.01% of the 13F portfolio, value $240,000.

    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 8,638 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $300,000.

    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).