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Disclosery

CWM, LLC: IBDX position timeline

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

CWM, LLC held 152,895 IBDX 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 152,895 shares
    Change vs previous 13F +16,318 shares

    0.01% of the 13F portfolio, value $3,863,657.

    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 136,577 shares
    Change vs previous 13F +24,976 shares

    0.01% of the 13F portfolio, value $3,487,000.

    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 111,601 shares
    Change vs previous 13F +8,370 shares

    0.01% of the 13F portfolio, value $2,859,000.

    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 103,231 shares
    Change vs previous 13F +2,877 shares

    0.01% of the 13F portfolio, value $2,610,000.

    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 100,354 shares
    Change vs previous 13F +3,389 shares

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

    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 96,965 shares
    Change vs previous 13F +4,428 shares

    0.01% of the 13F portfolio, value $2,383,000.

    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 92,537 shares
    Change vs previous 13F +3,742 shares

    0.01% of the 13F portfolio, value $2,379,000.

    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 88,795 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,181,000.

    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).