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Disclosery

CWM, LLC: HIG position timeline

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

CWM, LLC held 16,071 HIG 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 16,071 shares
    Change vs previous 13F +582 shares

    0.01% of the 13F portfolio, value $2,173,304.

    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 15,489 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $2,134,000.

    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 15,494 shares
    Change vs previous 13F -355 shares

    0.01% of the 13F portfolio, value $2,067,000.

    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 15,849 shares
    Change vs previous 13F +720 shares

    0.01% of the 13F portfolio, value $2,011,000.

    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 15,129 shares
    Change vs previous 13F +284 shares

    0.01% of the 13F portfolio, value $1,872,000.

    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 14,845 shares
    Change vs previous 13F -203 shares

    0.01% of the 13F portfolio, value $1,624,000.

    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 15,048 shares
    Change vs previous 13F +1,106 shares

    0.01% of the 13F portfolio, value $1,770,000.

    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 13,942 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,402,000.

    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).