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Disclosery

CWM, LLC: IEF position timeline

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

CWM, LLC held 173,860 IEF 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 173,860 shares
    Change vs previous 13F +2,587 shares

    0.04% of the 13F portfolio, value $16,593,180.

    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 171,273 shares
    Change vs previous 13F +22,098 shares

    0.04% of the 13F portfolio, value $16,470,000.

    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 149,175 shares
    Change vs previous 13F +31,693 shares

    0.04% of the 13F portfolio, value $14,389,000.

    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 117,482 shares
    Change vs previous 13F +4,614 shares

    0.04% of the 13F portfolio, value $11,251,000.

    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 112,868 shares
    Change vs previous 13F +584 shares

    0.04% of the 13F portfolio, value $10,764,000.

    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 112,284 shares
    Change vs previous 13F -22,997 shares

    0.04% of the 13F portfolio, value $10,381,000.

    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 135,281 shares
    Change vs previous 13F +70,696 shares

    0.06% of the 13F portfolio, value $13,274,000.

    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 64,585 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,048,000.

    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).