Skip to content
Disclosery

CWM, LLC: IWM position timeline

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

CWM, LLC held 83,836 IWM 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 83,836 shares
    Change vs previous 13F -1,194 shares

    0.05% of the 13F portfolio, value $20,791,362.

    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 85,030 shares
    Change vs previous 13F +4,153 shares

    0.06% of the 13F portfolio, value $20,931,000.

    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 80,877 shares
    Change vs previous 13F +5,709 shares

    0.06% of the 13F portfolio, value $19,569,000.

    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 75,168 shares
    Change vs previous 13F -8,241 shares

    0.06% of the 13F portfolio, value $16,221,000.

    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 83,409 shares
    Change vs previous 13F -46,110 shares

    0.07% of the 13F portfolio, value $16,639,000.

    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 129,519 shares
    Change vs previous 13F -73,461 shares

    0.12% of the 13F portfolio, value $28,618,000.

    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 202,980 shares
    Change vs previous 13F +4,154 shares

    0.19% of the 13F portfolio, value $44,836,000.

    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 198,826 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $40,340,000.

    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).