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Disclosery

CWM, LLC: IBDS position timeline

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

CWM, LLC held 582,167 IBDS 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 582,167 shares
    Change vs previous 13F +82,392 shares

    0.04% of the 13F portfolio, value $14,111,720.

    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 499,775 shares
    Change vs previous 13F -27,623 shares

    0.03% of the 13F portfolio, value $12,135,000.

    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 527,398 shares
    Change vs previous 13F +10,321 shares

    0.04% of the 13F portfolio, value $12,837,000.

    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 517,077 shares
    Change vs previous 13F -1,841 shares

    0.04% of the 13F portfolio, value $12,549,000.

    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 518,918 shares
    Change vs previous 13F +74,794 shares

    0.05% of the 13F portfolio, value $12,547,000.

    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 444,124 shares
    Change vs previous 13F -10,635 shares

    0.04% of the 13F portfolio, value $10,641,000.

    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 454,759 shares
    Change vs previous 13F +61,287 shares

    0.05% of the 13F portfolio, value $11,082,000.

    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 393,472 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,337,000.

    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).