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Disclosery

CWM, LLC: FOCT position timeline

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

CWM, LLC held 99,239 FOCT 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 99,239 shares
    Change vs previous 13F -17,999 shares

    0.01% of the 13F portfolio, value $4,731,716.

    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 117,238 shares
    Change vs previous 13F +23,610 shares

    0.02% of the 13F portfolio, value $5,743,000.

    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 93,628 shares
    Change vs previous 13F -82,590 shares

    0.01% of the 13F portfolio, value $4,448,000.

    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 176,218 shares
    Change vs previous 13F -2,150 shares

    0.03% of the 13F portfolio, value $7,889,000.

    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 178,368 shares
    Change vs previous 13F -10,384 shares

    0.03% of the 13F portfolio, value $7,402,000.

    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 188,752 shares
    Change vs previous 13F +108,594 shares

    0.03% of the 13F portfolio, value $8,046,000.

    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 80,158 shares
    Change vs previous 13F -154,957 shares

    0.01% of the 13F portfolio, value $3,387,000.

    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 235,115 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $9,767,000.

    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).