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Disclosery

CWM, LLC: IUSB position timeline

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

CWM, LLC held 17,616,671 IUSB 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 17,616,671 shares
    Change vs previous 13F +422,500 shares

    2.14% of the 13F portfolio, value $813,714,056.

    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 17,194,171 shares
    Change vs previous 13F +85,428 shares

    2.17% of the 13F portfolio, value $800,217,000.

    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 17,108,743 shares
    Change vs previous 13F -266,369 shares

    2.4% of the 13F portfolio, value $799,149,000.

    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 17,375,112 shares
    Change vs previous 13F -697,731 shares

    2.83% of the 13F portfolio, value $803,251,000.

    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 18,072,843 shares
    Change vs previous 13F -808,857 shares

    3.32% of the 13F portfolio, value $832,797,000.

    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 18,881,700 shares
    Change vs previous 13F -2,443,721 shares

    3.54% of the 13F portfolio, value $853,453,000.

    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 21,325,421 shares
    Change vs previous 13F +3,483,112 shares

    4.32% of the 13F portfolio, value $1,004,854,000.

    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 17,842,309 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $806,829,000.

    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).