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Disclosery

CWM, LLC: IBDR position timeline

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

CWM, LLC held 676,932 IBDR 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 676,932 shares
    Change vs previous 13F +90,468 shares

    0.04% of the 13F portfolio, value $16,408,824.

    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 586,464 shares
    Change vs previous 13F -14,980 shares

    0.04% of the 13F portfolio, value $14,210,000.

    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 601,444 shares
    Change vs previous 13F -11,489 shares

    0.04% of the 13F portfolio, value $14,615,000.

    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 612,933 shares
    Change vs previous 13F -6,762 shares

    0.05% of the 13F portfolio, value $14,864,000.

    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 619,695 shares
    Change vs previous 13F +76,323 shares

    0.06% of the 13F portfolio, value $15,003,000.

    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 543,372 shares
    Change vs previous 13F -44,609 shares

    0.05% of the 13F portfolio, value $13,079,000.

    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 587,981 shares
    Change vs previous 13F +63,406 shares

    0.06% of the 13F portfolio, value $14,288,000.

    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 524,575 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $12,495,000.

    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).