Skip to content
Disclosery

CWM, LLC: IBDY position timeline

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

CWM, LLC held 128,222 IBDY 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 128,222 shares
    Change vs previous 13F -9,535 shares

    0.01% of the 13F portfolio, value $3,314,539.

    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 137,757 shares
    Change vs previous 13F +5,981 shares

    0.01% of the 13F portfolio, value $3,601,000.

    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 131,776 shares
    Change vs previous 13F +10,387 shares

    0.01% of the 13F portfolio, value $3,456,000.

    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 121,389 shares
    Change vs previous 13F +1,246 shares

    0.01% of the 13F portfolio, value $3,145,000.

    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 120,143 shares
    Change vs previous 13F +5,335 shares

    0.01% of the 13F portfolio, value $3,071,000.

    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 114,808 shares
    Change vs previous 13F +8,914 shares

    0.01% of the 13F portfolio, value $2,882,000.

    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 105,894 shares
    Change vs previous 13F +10,098 shares

    0.01% of the 13F portfolio, value $2,796,000.

    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 95,796 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,414,000.

    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).