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Disclosery

CWM, LLC: IJR position timeline

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

CWM, LLC held 160,957 IJR 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 160,957 shares
    Change vs previous 13F -5,961 shares

    0.05% of the 13F portfolio, value $20,008,550.

    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 166,918 shares
    Change vs previous 13F +20,512 shares

    0.05% of the 13F portfolio, value $20,060,000.

    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 146,406 shares
    Change vs previous 13F -2,530 shares

    0.05% of the 13F portfolio, value $17,397,000.

    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 148,936 shares
    Change vs previous 13F -83,039 shares

    0.06% of the 13F portfolio, value $16,277,000.

    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 231,975 shares
    Change vs previous 13F -149,863 shares

    0.1% of the 13F portfolio, value $24,258,000.

    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 381,838 shares
    Change vs previous 13F +27,668 shares

    0.18% of the 13F portfolio, value $43,995,000.

    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 354,170 shares
    Change vs previous 13F -22,764 shares

    0.18% of the 13F portfolio, value $41,424,000.

    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 376,934 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $40,204,000.

    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).