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Disclosery

CWM, LLC: IBTP position timeline

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

CWM, LLC held 38,819 IBTP 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 38,819 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $994,931.

    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 38,835 shares
    Change vs previous 13F +20,884 shares

    <0.01% of the 13F portfolio, value $1,002,000.

    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 17,951 shares
    Change vs previous 13F +15,833 shares

    <0.01% of the 13F portfolio, value $465,000.

    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 2,118 shares
    Change vs previous 13F +1,722 shares

    <0.01% of the 13F portfolio, value $54,000.

    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 396 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,000.

    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).