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Disclosery

CWM, LLC: FSEP position timeline

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

CWM, LLC held 425,054 FSEP 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 425,054 shares
    Change vs previous 13F -27,200 shares

    0.06% of the 13F portfolio, value $21,392,968.

    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 452,254 shares
    Change vs previous 13F +22,816 shares

    0.06% of the 13F portfolio, value $23,318,000.

    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 429,438 shares
    Change vs previous 13F +143,825 shares

    0.07% of the 13F portfolio, value $21,704,000.

    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 285,613 shares
    Change vs previous 13F -21,237 shares

    0.05% of the 13F portfolio, value $13,712,000.

    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 306,850 shares
    Change vs previous 13F -5,933 shares

    0.05% of the 13F portfolio, value $13,670,000.

    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 312,783 shares
    Change vs previous 13F -9,732 shares

    0.06% of the 13F portfolio, value $14,293,000.

    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 322,515 shares
    Change vs previous 13F +28,316 shares

    0.06% of the 13F portfolio, value $14,494,000.

    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 294,199 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $12,874,000.

    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).