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CWM, LLC: FTLS position timeline

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

CWM, LLC held 155,141 FTLS 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 155,141 shares
    Change vs previous 13F -9,761 shares

    0.03% of the 13F portfolio, value $10,915,690.

    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 164,902 shares
    Change vs previous 13F -9,068 shares

    0.03% of the 13F portfolio, value $11,706,000.

    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 173,970 shares
    Change vs previous 13F -12,326 shares

    0.04% of the 13F portfolio, value $12,169,000.

    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 186,296 shares
    Change vs previous 13F -4,624 shares

    0.04% of the 13F portfolio, value $12,348,000.

    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 190,920 shares
    Change vs previous 13F +9,194 shares

    0.05% of the 13F portfolio, value $12,234,000.

    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 181,726 shares
    Change vs previous 13F +162,132 shares

    0.05% of the 13F portfolio, value $11,959,000.

    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 19,594 shares
    Change vs previous 13F -1,514 shares

    0.01% of the 13F portfolio, value $1,244,000.

    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 21,108 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,321,000.

    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).