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Disclosery

CWM, LLC: ICVT position timeline

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

CWM, LLC held 164,247 ICVT 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 164,247 shares
    Change vs previous 13F -2,371 shares

    0.04% of the 13F portfolio, value $16,718,727.

    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 166,618 shares
    Change vs previous 13F +7,770 shares

    0.04% of the 13F portfolio, value $16,412,000.

    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 158,848 shares
    Change vs previous 13F -24,907 shares

    0.05% of the 13F portfolio, value $15,893,000.

    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 183,755 shares
    Change vs previous 13F -42,043 shares

    0.06% of the 13F portfolio, value $16,556,000.

    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 225,798 shares
    Change vs previous 13F +3,597 shares

    0.08% of the 13F portfolio, value $18,879,000.

    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 222,201 shares
    Change vs previous 13F +39,487 shares

    0.08% of the 13F portfolio, value $18,880,000.

    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 182,714 shares
    Change vs previous 13F -5,855 shares

    0.07% of the 13F portfolio, value $15,288,000.

    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 188,569 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $14,827,000.

    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).