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Disclosery

CWM, LLC: FYLD position timeline

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

CWM, LLC held 885,215 FYLD 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 885,215 shares
    Change vs previous 13F +75,318 shares

    0.09% of the 13F portfolio, value $33,049,506.

    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 809,897 shares
    Change vs previous 13F +88,978 shares

    0.07% of the 13F portfolio, value $26,314,000.

    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 720,919 shares
    Change vs previous 13F +134,153 shares

    0.07% of the 13F portfolio, value $22,485,000.

    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 586,766 shares
    Change vs previous 13F +87,601 shares

    0.06% of the 13F portfolio, value $17,157,000.

    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 499,165 shares
    Change vs previous 13F -9,156 shares

    0.05% of the 13F portfolio, value $13,443,000.

    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 508,321 shares
    Change vs previous 13F -20,268 shares

    0.05% of the 13F portfolio, value $12,815,000.

    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 528,589 shares
    Change vs previous 13F +13,770 shares

    0.06% of the 13F portfolio, value $14,721,000.

    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 514,819 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $13,602,000.

    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).