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Disclosery

CWM, LLC: IVE position timeline

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

CWM, LLC held 2,566,919 IVE 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 2,566,919 shares
    Change vs previous 13F -12,329 shares

    1.42% of the 13F portfolio, value $542,004,853.

    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 2,579,248 shares
    Change vs previous 13F +702,987 shares

    1.48% of the 13F portfolio, value $546,981,000.

    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 1,876,261 shares
    Change vs previous 13F +9,161 shares

    1.17% of the 13F portfolio, value $387,467,000.

    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 1,867,100 shares
    Change vs previous 13F +61,038 shares

    1.29% of the 13F portfolio, value $364,869,000.

    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 1,806,062 shares
    Change vs previous 13F +356,756 shares

    1.37% of the 13F portfolio, value $344,199,000.

    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 1,449,306 shares
    Change vs previous 13F -2,608 shares

    1.15% of the 13F portfolio, value $276,643,000.

    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 1,451,914 shares
    Change vs previous 13F -13,765 shares

    1.23% of the 13F portfolio, value $286,274,000.

    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 1,465,679 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $266,768,000.

    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).