Skip to content
Disclosery

CWM, LLC: IDA position timeline

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

CWM, LLC held 3,308 IDA 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 3,308 shares
    Change vs previous 13F -319 shares

    <0.01% of the 13F portfolio, value $472,965.

    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 3,627 shares
    Change vs previous 13F +218 shares

    <0.01% of the 13F portfolio, value $459,000.

    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 3,409 shares
    Change vs previous 13F +625 shares

    <0.01% of the 13F portfolio, value $450,000.

    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 2,784 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $321,000.

    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 2,763 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $321,000.

    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 2,774 shares
    Change vs previous 13F +1,299 shares

    <0.01% of the 13F portfolio, value $303,000.

    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 1,475 shares
    Change vs previous 13F +570 shares

    <0.01% of the 13F portfolio, value $152,000.

    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 905 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $84,000.

    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).