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Disclosery

CWM, LLC: IDV position timeline

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

CWM, LLC held 405,742 IDV 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 405,742 shares
    Change vs previous 13F +74,445 shares

    0.05% of the 13F portfolio, value $17,268,377.

    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 331,297 shares
    Change vs previous 13F -14,430 shares

    0.04% of the 13F portfolio, value $13,070,000.

    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 345,727 shares
    Change vs previous 13F -87,265 shares

    0.04% of the 13F portfolio, value $12,636,000.

    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 432,992 shares
    Change vs previous 13F +173,596 shares

    0.05% of the 13F portfolio, value $14,943,000.

    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 259,396 shares
    Change vs previous 13F +9,953 shares

    0.03% of the 13F portfolio, value $8,046,000.

    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 249,443 shares
    Change vs previous 13F +24,269 shares

    0.03% of the 13F portfolio, value $6,830,000.

    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 225,174 shares
    Change vs previous 13F +13,481 shares

    0.03% of the 13F portfolio, value $6,807,000.

    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 211,693 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,858,000.

    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).