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Disclosery

CWM, LLC: IVW position timeline

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

CWM, LLC held 4,777,915 IVW 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 4,777,915 shares
    Change vs previous 13F +2,664 shares

    1.42% of the 13F portfolio, value $540,430,014.

    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 4,775,251 shares
    Change vs previous 13F -22,753 shares

    1.59% of the 13F portfolio, value $588,597,000.

    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 4,798,004 shares
    Change vs previous 13F -443,395 shares

    1.74% of the 13F portfolio, value $579,215,000.

    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 5,241,399 shares
    Change vs previous 13F -132,811 shares

    2.04% of the 13F portfolio, value $577,078,000.

    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 5,374,210 shares
    Change vs previous 13F -2,899 shares

    1.99% of the 13F portfolio, value $498,888,000.

    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 5,377,109 shares
    Change vs previous 13F -336,147 shares

    2.27% of the 13F portfolio, value $545,938,000.

    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 5,713,256 shares
    Change vs previous 13F -297,617 shares

    2.35% of the 13F portfolio, value $547,044,000.

    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 6,010,873 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $556,246,000.

    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).