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Disclosery

CWM, LLC: IWB position timeline

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

CWM, LLC held 45,888 IWB 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 45,888 shares
    Change vs previous 13F -5,192 shares

    0.04% of the 13F portfolio, value $16,361,817.

    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 51,080 shares
    Change vs previous 13F +22,635 shares

    0.05% of the 13F portfolio, value $19,075,000.

    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 28,445 shares
    Change vs previous 13F -18,605 shares

    0.03% of the 13F portfolio, value $10,396,000.

    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 47,050 shares
    Change vs previous 13F -73,808 shares

    0.06% of the 13F portfolio, value $15,977,000.

    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 120,858 shares
    Change vs previous 13F +77,547 shares

    0.15% of the 13F portfolio, value $37,072,000.

    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 43,311 shares
    Change vs previous 13F -7,861 shares

    0.06% of the 13F portfolio, value $13,953,000.

    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 51,172 shares
    Change vs previous 13F +2,166 shares

    0.07% of the 13F portfolio, value $16,088,000.

    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 49,006 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $14,581,000.

    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).