Skip to content
Disclosery

CWM, LLC: IR position timeline

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

CWM, LLC held 9,445 IR 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 9,445 shares
    Change vs previous 13F -125 shares

    <0.01% of the 13F portfolio, value $756,751.

    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 9,570 shares
    Change vs previous 13F +421 shares

    <0.01% of the 13F portfolio, value $758,000.

    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 9,149 shares
    Change vs previous 13F -669 shares

    <0.01% of the 13F portfolio, value $756,000.

    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 9,818 shares
    Change vs previous 13F -837 shares

    <0.01% of the 13F portfolio, value $817,000.

    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 10,655 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $853,000.

    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 10,494 shares
    Change vs previous 13F -1,121 shares

    <0.01% of the 13F portfolio, value $949,000.

    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 11,615 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $1,140,000.

    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 11,588 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,053,000.

    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).