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Disclosery

CWM, LLC: IWF position timeline

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

CWM, LLC held 115,731 IWF 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 115,731 shares
    Change vs previous 13F -14,849 shares

    0.13% of the 13F portfolio, value $49,347,910.

    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 130,580 shares
    Change vs previous 13F +35,647 shares

    0.17% of the 13F portfolio, value $61,803,000.

    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 94,933 shares
    Change vs previous 13F +11,066 shares

    0.13% of the 13F portfolio, value $44,468,000.

    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 83,867 shares
    Change vs previous 13F +4,735 shares

    0.13% of the 13F portfolio, value $35,608,000.

    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 79,132 shares
    Change vs previous 13F +221 shares

    0.11% of the 13F portfolio, value $28,574,000.

    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 78,911 shares
    Change vs previous 13F +7,271 shares

    0.13% of the 13F portfolio, value $31,689,000.

    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 71,640 shares
    Change vs previous 13F -1,818 shares

    0.12% of the 13F portfolio, value $26,892,000.

    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 73,458 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $26,776,000.

    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).