Skip to content
Disclosery

CWM, LLC: FXD position timeline

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

CWM, LLC held 887 FXD 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 887 shares
    Change vs previous 13F -93 shares

    <0.01% of the 13F portfolio, value $56,786.

    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 980 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $67,000.

    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 994 shares
    Change vs previous 13F -104 shares

    <0.01% of the 13F portfolio, value $68,000.

    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 1,098 shares
    Change vs previous 13F -57,292 shares

    <0.01% of the 13F portfolio, value $70,000.

    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 58,390 shares
    Change vs previous 13F -5,481 shares

    0.01% of the 13F portfolio, value $3,380,000.

    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 63,871 shares
    Change vs previous 13F -2,399 shares

    0.02% of the 13F portfolio, value $4,128,000.

    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 66,270 shares
    Change vs previous 13F -11,374 shares

    0.02% of the 13F portfolio, value $4,194,000.

    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 77,644 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,652,000.

    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).