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Disclosery

CWM, LLC: IWR position timeline

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

CWM, LLC held 177,262 IWR 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 177,262 shares
    Change vs previous 13F -60,190 shares

    0.05% of the 13F portfolio, value $17,235,187.

    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 237,452 shares
    Change vs previous 13F +25,585 shares

    0.06% of the 13F portfolio, value $22,859,000.

    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 211,867 shares
    Change vs previous 13F +44,996 shares

    0.06% of the 13F portfolio, value $20,456,000.

    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 166,871 shares
    Change vs previous 13F +12,387 shares

    0.05% of the 13F portfolio, value $15,347,000.

    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 154,484 shares
    Change vs previous 13F +20,870 shares

    0.05% of the 13F portfolio, value $13,142,000.

    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 133,614 shares
    Change vs previous 13F +8,558 shares

    0.05% of the 13F portfolio, value $11,811,000.

    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 125,056 shares
    Change vs previous 13F +5,914 shares

    0.05% of the 13F portfolio, value $11,022,000.

    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 119,142 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $9,660,000.

    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).