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Disclosery

CWM, LLC: IWN position timeline

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

CWM, LLC held 76,058 IWN 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 76,058 shares
    Change vs previous 13F +17,879 shares

    0.04% of the 13F portfolio, value $14,419,907.

    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 58,179 shares
    Change vs previous 13F +25,050 shares

    0.03% of the 13F portfolio, value $10,543,000.

    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 33,129 shares
    Change vs previous 13F -1,718 shares

    0.02% of the 13F portfolio, value $5,858,000.

    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 34,847 shares
    Change vs previous 13F +2,103 shares

    0.02% of the 13F portfolio, value $5,498,000.

    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 32,744 shares
    Change vs previous 13F -1,098 shares

    0.02% of the 13F portfolio, value $4,944,000.

    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 33,842 shares
    Change vs previous 13F +4,132 shares

    0.02% of the 13F portfolio, value $5,556,000.

    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 29,710 shares
    Change vs previous 13F +1,780 shares

    0.02% of the 13F portfolio, value $4,956,000.

    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 27,930 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,254,000.

    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).