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Disclosery

CWM, LLC: IUSV position timeline

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

CWM, LLC held 568,929 IUSV 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 568,929 shares
    Change vs previous 13F -44,143 shares

    0.15% of the 13F portfolio, value $58,172,956.

    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 613,072 shares
    Change vs previous 13F -9,475 shares

    0.17% of the 13F portfolio, value $62,864,000.

    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 622,547 shares
    Change vs previous 13F -53,186 shares

    0.19% of the 13F portfolio, value $62,224,000.

    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 675,733 shares
    Change vs previous 13F -11,140 shares

    0.23% of the 13F portfolio, value $63,945,000.

    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 686,873 shares
    Change vs previous 13F -9,196 shares

    0.25% of the 13F portfolio, value $63,391,000.

    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 696,069 shares
    Change vs previous 13F -5,157 shares

    0.27% of the 13F portfolio, value $64,449,000.

    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 701,226 shares
    Change vs previous 13F -24,614 shares

    0.29% of the 13F portfolio, value $66,960,000.

    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 725,840 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $63,968,000.

    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).