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Disclosery

CWM, LLC: GTO position timeline

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

CWM, LLC held 1,786,634 GTO 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 1,786,634 shares
    Change vs previous 13F -274,303 shares

    0.22% of the 13F portfolio, value $83,668,079.

    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 2,060,937 shares
    Change vs previous 13F +161,323 shares

    0.26% of the 13F portfolio, value $97,730,000.

    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 1,899,614 shares
    Change vs previous 13F +200,273 shares

    0.27% of the 13F portfolio, value $90,251,000.

    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 1,699,341 shares
    Change vs previous 13F +3,348 shares

    0.28% of the 13F portfolio, value $79,682,000.

    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 1,695,993 shares
    Change vs previous 13F +103,176 shares

    0.32% of the 13F portfolio, value $79,593,000.

    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 1,592,817 shares
    Change vs previous 13F +131,398 shares

    0.31% of the 13F portfolio, value $73,907,000.

    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 1,461,419 shares
    Change vs previous 13F +438,704 shares

    0.3% of the 13F portfolio, value $70,587,000.

    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 1,022,715 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $47,413,000.

    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).