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Disclosery

CWM, LLC: IBTH position timeline

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

CWM, LLC held 562,325 IBTH 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 562,325 shares
    Change vs previous 13F +20,371 shares

    0.03% of the 13F portfolio, value $12,612,944.

    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 541,954 shares
    Change vs previous 13F +456,680 shares

    0.03% of the 13F portfolio, value $12,178,000.

    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 85,274 shares
    Change vs previous 13F +19,745 shares

    0.01% of the 13F portfolio, value $1,920,000.

    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 65,529 shares
    Change vs previous 13F +6,516 shares

    0.01% of the 13F portfolio, value $1,474,000.

    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 59,013 shares
    Change vs previous 13F +4,783 shares

    0.01% of the 13F portfolio, value $1,323,000.

    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 54,230 shares
    Change vs previous 13F +12,047 shares

    <0.01% of the 13F portfolio, value $1,204,000.

    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 42,183 shares
    Change vs previous 13F -598 shares

    <0.01% of the 13F portfolio, value $955,000.

    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 42,781 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $944,000.

    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).