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Disclosery

CWM, LLC: IWD position timeline

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

CWM, LLC held 115,022 IWD 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 115,022 shares
    Change vs previous 13F +1,939 shares

    0.06% of the 13F portfolio, value $24,576,657.

    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 113,083 shares
    Change vs previous 13F +44,527 shares

    0.06% of the 13F portfolio, value $23,786,000.

    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 68,556 shares
    Change vs previous 13F +4,205 shares

    0.04% of the 13F portfolio, value $13,957,000.

    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 64,351 shares
    Change vs previous 13F +174 shares

    0.04% of the 13F portfolio, value $12,499,000.

    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 64,177 shares
    Change vs previous 13F +3 shares

    0.05% of the 13F portfolio, value $12,076,000.

    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 64,174 shares
    Change vs previous 13F -825 shares

    0.05% of the 13F portfolio, value $11,880,000.

    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 64,999 shares
    Change vs previous 13F +10,819 shares

    0.05% of the 13F portfolio, value $12,337,000.

    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 54,180 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,453,000.

    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).