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Disclosery

CWM, LLC: IBDU position timeline

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

CWM, LLC held 263,881 IBDU 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 263,881 shares
    Change vs previous 13F +35,520 shares

    0.02% of the 13F portfolio, value $6,137,879.

    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 228,361 shares
    Change vs previous 13F +18,157 shares

    0.01% of the 13F portfolio, value $5,345,000.

    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 210,204 shares
    Change vs previous 13F +8,715 shares

    0.01% of the 13F portfolio, value $4,933,000.

    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 201,489 shares
    Change vs previous 13F +6,648 shares

    0.02% of the 13F portfolio, value $4,701,000.

    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 194,841 shares
    Change vs previous 13F +55,450 shares

    0.02% of the 13F portfolio, value $4,507,000.

    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 139,391 shares
    Change vs previous 13F +7,043 shares

    0.01% of the 13F portfolio, value $3,178,000.

    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 132,348 shares
    Change vs previous 13F +22,702 shares

    0.01% of the 13F portfolio, value $3,112,000.

    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 109,646 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,486,000.

    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).