Skip to content
Disclosery

CWM, LLC: IBDW position timeline

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

CWM, LLC held 193,091 IBDW 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 193,091 shares
    Change vs previous 13F +23,014 shares

    0.01% of the 13F portfolio, value $4,041,395.

    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 170,077 shares
    Change vs previous 13F +30,748 shares

    0.01% of the 13F portfolio, value $3,597,000.

    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 139,329 shares
    Change vs previous 13F +10,120 shares

    0.01% of the 13F portfolio, value $2,957,000.

    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 129,209 shares
    Change vs previous 13F +4,395 shares

    0.01% of the 13F portfolio, value $2,719,000.

    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 124,814 shares
    Change vs previous 13F +4,895 shares

    0.01% of the 13F portfolio, value $2,590,000.

    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 119,919 shares
    Change vs previous 13F +1,741 shares

    0.01% of the 13F portfolio, value $2,440,000.

    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 118,178 shares
    Change vs previous 13F +4,516 shares

    0.01% of the 13F portfolio, value $2,508,000.

    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 113,662 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,306,000.

    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).