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Disclosery

CWM, LLC: FPEI position timeline

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

CWM, LLC held 330,960 FPEI 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 330,960 shares
    Change vs previous 13F +87,141 shares

    0.02% of the 13F portfolio, value $6,288,239.

    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 243,819 shares
    Change vs previous 13F +4,716 shares

    0.01% of the 13F portfolio, value $4,728,000.

    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 239,103 shares
    Change vs previous 13F +50,767 shares

    0.01% of the 13F portfolio, value $4,624,000.

    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 188,336 shares
    Change vs previous 13F +23,337 shares

    0.01% of the 13F portfolio, value $3,576,000.

    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 164,999 shares
    Change vs previous 13F +5,148 shares

    0.01% of the 13F portfolio, value $3,085,000.

    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 159,851 shares
    Change vs previous 13F +21,491 shares

    0.01% of the 13F portfolio, value $2,989,000.

    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 138,360 shares
    Change vs previous 13F +75,793 shares

    0.01% of the 13F portfolio, value $2,639,000.

    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 62,567 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,149,000.

    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).