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Disclosery

CWM, LLC: IBTG position timeline

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

CWM, LLC held 669,629 IBTG 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 669,629 shares
    Change vs previous 13F +107,195 shares

    0.04% of the 13F portfolio, value $15,344,546.

    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 562,434 shares
    Change vs previous 13F +464,651 shares

    0.03% of the 13F portfolio, value $12,866,000.

    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 97,783 shares
    Change vs previous 13F +15,898 shares

    0.01% of the 13F portfolio, value $2,244,000.

    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 81,885 shares
    Change vs previous 13F +8,562 shares

    0.01% of the 13F portfolio, value $1,878,000.

    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 73,323 shares
    Change vs previous 13F -875 shares

    0.01% of the 13F portfolio, value $1,682,000.

    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 74,198 shares
    Change vs previous 13F +5,643 shares

    0.01% of the 13F portfolio, value $1,692,000.

    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 68,555 shares
    Change vs previous 13F +4,017 shares

    0.01% of the 13F portfolio, value $1,581,000.

    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 64,538 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,462,000.

    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).