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Disclosery

CWM, LLC: IVV position timeline

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

CWM, LLC held 1,394,503 IVV 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 1,394,503 shares
    Change vs previous 13F -41,285 shares

    2.39% of the 13F portfolio, value $910,903,214.

    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 1,435,788 shares
    Change vs previous 13F +81,868 shares

    2.66% of the 13F portfolio, value $983,429,000.

    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 1,353,920 shares
    Change vs previous 13F +125,001 shares

    2.73% of the 13F portfolio, value $906,178,000.

    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 1,228,919 shares
    Change vs previous 13F -574,587 shares

    2.69% of the 13F portfolio, value $763,036,000.

    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 1,803,506 shares
    Change vs previous 13F -125,290 shares

    4.04% of the 13F portfolio, value $1,013,390,000.

    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 1,928,796 shares
    Change vs previous 13F -81,013 shares

    4.71% of the 13F portfolio, value $1,135,443,000.

    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 2,009,809 shares
    Change vs previous 13F -207,147 shares

    4.99% of the 13F portfolio, value $1,159,298,000.

    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 2,216,956 shares
    Change vs previous 13F not available

    5.72% of the 13F portfolio, value $1,213,185,000.

    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).