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CWM, LLC: FUN position timeline

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

CWM, LLC held 5,251 FUN 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 5,251 shares
    Change vs previous 13F +78 shares

    <0.01% of the 13F portfolio, value $93,201.

    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 5,173 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $79,000.

    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 5,249 shares
    Change vs previous 13F +2,524 shares

    <0.01% of the 13F portfolio, value $119,000.

    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 2,725 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $83,000.

    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 2,579 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $92,000.

    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 2,569 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $124,000.

    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 2,548 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $103,000.

    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).