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Disclosery

CWM, LLC: FNDF position timeline

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

CWM, LLC held 813,465 FNDF 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 813,465 shares
    Change vs previous 13F +31,216 shares

    0.1% of the 13F portfolio, value $39,802,820.

    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 782,249 shares
    Change vs previous 13F +365,464 shares

    0.1% of the 13F portfolio, value $35,365,000.

    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 416,785 shares
    Change vs previous 13F +340,543 shares

    0.05% of the 13F portfolio, value $17,905,000.

    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 76,242 shares
    Change vs previous 13F +32,887 shares

    0.01% of the 13F portfolio, value $3,051,000.

    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 43,355 shares
    Change vs previous 13F +7,096 shares

    0.01% of the 13F portfolio, value $1,567,000.

    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 36,259 shares
    Change vs previous 13F +2,774 shares

    <0.01% of the 13F portfolio, value $1,204,000.

    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 33,485 shares
    Change vs previous 13F -2,054 shares

    0.01% of the 13F portfolio, value $1,251,000.

    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 35,539 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,245,000.

    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).