Skip to content
Disclosery

CWM, LLC: HLI position timeline

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

CWM, LLC held 7,946 HLI 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 7,946 shares
    Change vs previous 13F -2,320 shares

    <0.01% of the 13F portfolio, value $1,141,199.

    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 10,266 shares
    Change vs previous 13F -802 shares

    <0.01% of the 13F portfolio, value $1,788,000.

    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 11,068 shares
    Change vs previous 13F +1,826 shares

    0.01% of the 13F portfolio, value $2,273,000.

    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 9,242 shares
    Change vs previous 13F -52 shares

    0.01% of the 13F portfolio, value $1,663,000.

    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 9,294 shares
    Change vs previous 13F -1,335 shares

    0.01% of the 13F portfolio, value $1,501,000.

    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 10,629 shares
    Change vs previous 13F -1,139 shares

    0.01% of the 13F portfolio, value $1,846,000.

    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 11,768 shares
    Change vs previous 13F -1,400 shares

    0.01% of the 13F portfolio, value $1,860,000.

    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 13,168 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,776,000.

    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).