CWM, LLC: FPE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on FPE, newest first. How the timeline and the estimate are built.
CWM, LLC held 64,193 FPE shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 64,193 sharesChange vs previous 13F -22,489 shares
<0.01% of the 13F portfolio, value $1,139,426.
13F-HR 0001580642-26-003177 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 86,682 sharesChange vs previous 13F +52,232 shares
<0.01% of the 13F portfolio, value $1,579,000.
13F-HR 0001580642-26-000404 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,450 sharesChange vs previous 13F -82,318 shares
<0.01% of the 13F portfolio, value $628,000.
13F-HR 0001580642-25-006592 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 116,768 sharesChange vs previous 13F -5,714 shares
0.01% of the 13F portfolio, value $2,078,000.
13F-HR 0001580642-25-004473 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 122,482 sharesChange vs previous 13F -5,960 shares
0.01% of the 13F portfolio, value $2,154,000.
13F-HR 0001580642-25-002731 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 128,442 sharesChange vs previous 13F -887 shares
0.01% of the 13F portfolio, value $2,273,000.
13F-HR 0001580642-25-000735 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 129,329 sharesChange vs previous 13F -21,659 shares
0.01% of the 13F portfolio, value $2,341,000.
13F-HR 0001580642-24-006078 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 150,988 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $2,621,000.
13F-HR 0001580642-24-003600 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).