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CWM, LLC: GIS position timeline

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

CWM, LLC held 527,766 GIS 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 527,766 shares
    Change vs previous 13F +119,890 shares

    0.05% of the 13F portfolio, value $19,643,463.

    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 407,876 shares
    Change vs previous 13F +95,839 shares

    0.05% of the 13F portfolio, value $18,966,000.

    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 312,037 shares
    Change vs previous 13F +47,112 shares

    0.05% of the 13F portfolio, value $15,733,000.

    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 264,925 shares
    Change vs previous 13F +13,450 shares

    0.05% of the 13F portfolio, value $13,726,000.

    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 251,475 shares
    Change vs previous 13F +1,673 shares

    0.06% of the 13F portfolio, value $15,036,000.

    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 249,802 shares
    Change vs previous 13F +2,616 shares

    0.07% of the 13F portfolio, value $15,930,000.

    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 247,186 shares
    Change vs previous 13F -7,376 shares

    0.08% of the 13F portfolio, value $18,255,000.

    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 254,562 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $16,104,000.

    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).