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Disclosery

CWM, LLC: IBTJ position timeline

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

CWM, LLC held 756,665 IBTJ 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 756,665 shares
    Change vs previous 13F +45,942 shares

    0.04% of the 13F portfolio, value $16,527,834.

    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 710,723 shares
    Change vs previous 13F +651,588 shares

    0.04% of the 13F portfolio, value $15,597,000.

    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 59,135 shares
    Change vs previous 13F +19,543 shares

    <0.01% of the 13F portfolio, value $1,298,000.

    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 39,592 shares
    Change vs previous 13F +6,599 shares

    <0.01% of the 13F portfolio, value $868,000.

    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 32,993 shares
    Change vs previous 13F +11,836 shares

    <0.01% of the 13F portfolio, value $718,000.

    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 21,157 shares
    Change vs previous 13F +8,827 shares

    <0.01% of the 13F portfolio, value $451,000.

    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 12,330 shares
    Change vs previous 13F +8,720 shares

    <0.01% of the 13F portfolio, value $273,000.

    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 3,610 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $77,000.

    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).