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CWM, LLC: IT position timeline

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

CWM, LLC held 91,884 IT 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 91,884 shares
    Change vs previous 13F +34,200 shares

    0.04% of the 13F portfolio, value $14,548,968.

    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 57,684 shares
    Change vs previous 13F +26,734 shares

    0.04% of the 13F portfolio, value $14,553,000.

    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 30,950 shares
    Change vs previous 13F +21,489 shares

    0.02% of the 13F portfolio, value $8,136,000.

    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 9,461 shares
    Change vs previous 13F +3,261 shares

    0.01% of the 13F portfolio, value $3,824,000.

    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 6,200 shares
    Change vs previous 13F -400 shares

    0.01% of the 13F portfolio, value $2,602,000.

    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 6,600 shares
    Change vs previous 13F -394 shares

    0.01% of the 13F portfolio, value $3,198,000.

    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 6,994 shares
    Change vs previous 13F +1,040 shares

    0.02% of the 13F portfolio, value $3,544,000.

    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 5,954 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,674,000.

    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).