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Disclosery

CWM, LLC: FV position timeline

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

CWM, LLC held 239,257 FV 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 239,257 shares
    Change vs previous 13F -27,811 shares

    0.04% of the 13F portfolio, value $14,460,104.

    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 267,068 shares
    Change vs previous 13F -9,101 shares

    0.05% of the 13F portfolio, value $16,804,000.

    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 276,169 shares
    Change vs previous 13F -4,986 shares

    0.05% of the 13F portfolio, value $17,100,000.

    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 281,155 shares
    Change vs previous 13F +5,322 shares

    0.06% of the 13F portfolio, value $16,661,000.

    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 275,833 shares
    Change vs previous 13F -6,692 shares

    0.06% of the 13F portfolio, value $15,132,000.

    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 282,525 shares
    Change vs previous 13F +1,617 shares

    0.07% of the 13F portfolio, value $16,686,000.

    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 280,908 shares
    Change vs previous 13F -5,374 shares

    0.07% of the 13F portfolio, value $16,369,000.

    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 286,282 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $16,394,000.

    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).