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Disclosery

CWM, LLC: HEDJ position timeline

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

CWM, LLC held 2,571 HEDJ 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 2,571 shares
    Change vs previous 13F +160 shares

    <0.01% of the 13F portfolio, value $134,448.

    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 2,411 shares
    Change vs previous 13F -1,324 shares

    <0.01% of the 13F portfolio, value $128,000.

    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 3,735 shares
    Change vs previous 13F +1,332 shares

    <0.01% of the 13F portfolio, value $188,000.

    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 2,403 shares
    Change vs previous 13F -192 shares

    <0.01% of the 13F portfolio, value $116,000.

    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 2,595 shares
    Change vs previous 13F -264,348 shares

    <0.01% of the 13F portfolio, value $123,000.

    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 266,943 shares
    Change vs previous 13F +85,650 shares

    0.05% of the 13F portfolio, value $11,671,000.

    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 181,293 shares
    Change vs previous 13F +150,463 shares

    0.04% of the 13F portfolio, value $8,140,000.

    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 30,830 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,394,000.

    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).