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Disclosery

CWM, LLC: IBDV position timeline

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

CWM, LLC held 250,027 IBDV 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 250,027 shares
    Change vs previous 13F +43,541 shares

    0.01% of the 13F portfolio, value $5,473,097.

    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 206,486 shares
    Change vs previous 13F +43,489 shares

    0.01% of the 13F portfolio, value $4,557,000.

    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 162,997 shares
    Change vs previous 13F +10,727 shares

    0.01% of the 13F portfolio, value $3,610,000.

    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 152,270 shares
    Change vs previous 13F +7,604 shares

    0.01% of the 13F portfolio, value $3,347,000.

    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 144,666 shares
    Change vs previous 13F +17,216 shares

    0.01% of the 13F portfolio, value $3,142,000.

    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 127,450 shares
    Change vs previous 13F +4,154 shares

    0.01% of the 13F portfolio, value $2,722,000.

    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 123,296 shares
    Change vs previous 13F +13,600 shares

    0.01% of the 13F portfolio, value $2,733,000.

    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 109,696 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,332,000.

    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).