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Disclosery

CWM, LLC: IWO position timeline

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

CWM, LLC held 19,864 IWO 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 19,864 shares
    Change vs previous 13F -360 shares

    0.02% of the 13F portfolio, value $6,233,421.

    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 20,224 shares
    Change vs previous 13F +4,347 shares

    0.02% of the 13F portfolio, value $6,533,000.

    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 15,877 shares
    Change vs previous 13F -102 shares

    0.02% of the 13F portfolio, value $5,081,000.

    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 15,979 shares
    Change vs previous 13F -420 shares

    0.02% of the 13F portfolio, value $4,568,000.

    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 16,399 shares
    Change vs previous 13F -61 shares

    0.02% of the 13F portfolio, value $4,190,000.

    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 16,460 shares
    Change vs previous 13F +90 shares

    0.02% of the 13F portfolio, value $4,737,000.

    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 16,370 shares
    Change vs previous 13F -146 shares

    0.02% of the 13F portfolio, value $4,649,000.

    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 16,516 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,336,000.

    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).