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Disclosery

CWM, LLC: FVR position timeline

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

CWM, LLC held 10,892 FVR 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 10,892 shares
    Change vs previous 13F +609 shares

    <0.01% of the 13F portfolio, value $168,499.

    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 10,283 shares
    Change vs previous 13F +1,001 shares

    <0.01% of the 13F portfolio, value $152,000.

    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 9,282 shares
    Change vs previous 13F +2,560 shares

    <0.01% of the 13F portfolio, value $127,000.

    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 6,722 shares
    Change vs previous 13F +6,685 shares

    <0.01% of the 13F portfolio, value $81,000.

    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 37 shares
    Change vs previous 13F not available

    0% of the 13F portfolio, value $0.

    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).