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CWM, LLC: IGV position timeline

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

CWM, LLC held 87,084 IGV 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 87,084 shares
    Change vs previous 13F -29,379 shares

    0.02% of the 13F portfolio, value $6,971,074.

    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 116,463 shares
    Change vs previous 13F -47,493 shares

    0.03% of the 13F portfolio, value $12,309,000.

    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 163,956 shares
    Change vs previous 13F +2,321 shares

    0.06% of the 13F portfolio, value $18,857,000.

    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 161,635 shares
    Change vs previous 13F +1,110 shares

    0.06% of the 13F portfolio, value $17,699,000.

    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 160,525 shares
    Change vs previous 13F -520 shares

    0.06% of the 13F portfolio, value $14,285,000.

    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 161,045 shares
    Change vs previous 13F -1,174 shares

    0.07% of the 13F portfolio, value $16,124,000.

    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 162,219 shares
    Change vs previous 13F -1,532 shares

    0.06% of the 13F portfolio, value $14,498,000.

    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 163,751 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $14,230,000.

    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).