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Disclosery

CWM, LLC: IBTK position timeline

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

CWM, LLC held 836,477 IBTK 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 836,477 shares
    Change vs previous 13F +49,874 shares

    0.04% of the 13F portfolio, value $16,495,326.

    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 786,603 shares
    Change vs previous 13F +748,622 shares

    0.04% of the 13F portfolio, value $15,610,000.

    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 37,981 shares
    Change vs previous 13F +20,411 shares

    <0.01% of the 13F portfolio, value $755,000.

    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 17,570 shares
    Change vs previous 13F +3,933 shares

    <0.01% of the 13F portfolio, value $349,000.

    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 13,637 shares
    Change vs previous 13F +4,552 shares

    <0.01% of the 13F portfolio, value $268,000.

    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 9,085 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $174,000.

    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 9,074 shares
    Change vs previous 13F +8,113 shares

    <0.01% of the 13F portfolio, value $182,000.

    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 961 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,000.

    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).