CWM, LLC: IDEF position timeline

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

CWM, LLC held 4,250,401 IDEF shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

period ended2026-03-31
13F 4,250,401 shares
Change vs previous 13F not available
0.37% of the 13F portfolio, value $139,073,121.
13F-HR 0001580642-26-003177 filed by CWM, LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).