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CWM, LLC: FRSH position timeline

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

CWM, LLC held 304,116 FRSH 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 304,116 shares
    Change vs previous 13F +179,536 shares

    0.01% of the 13F portfolio, value $2,442,051.

    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 124,580 shares
    Change vs previous 13F +96,395 shares

    <0.01% of the 13F portfolio, value $1,526,000.

    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 28,185 shares
    Change vs previous 13F +8,548 shares

    <0.01% of the 13F portfolio, value $332,000.

    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 19,637 shares
    Change vs previous 13F -1,204 shares

    <0.01% of the 13F portfolio, value $293,000.

    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 20,841 shares
    Change vs previous 13F +19,382 shares

    <0.01% of the 13F portfolio, value $294,000.

    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 1,459 shares
    Change vs previous 13F +552 shares

    <0.01% of the 13F portfolio, value $24,000.

    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 907 shares
    Change vs previous 13F -2,490 shares

    <0.01% of the 13F portfolio, value $10,000.

    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 3,397 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $43,000.

    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).