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Disclosery

CWM, LLC: IWS position timeline

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

CWM, LLC held 70,638 IWS 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 70,638 shares
    Change vs previous 13F -2,717 shares

    0.03% of the 13F portfolio, value $10,294,765.

    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 73,355 shares
    Change vs previous 13F +4,945 shares

    0.03% of the 13F portfolio, value $10,347,000.

    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 68,410 shares
    Change vs previous 13F -3,832 shares

    0.03% of the 13F portfolio, value $9,555,000.

    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 72,242 shares
    Change vs previous 13F +3,337 shares

    0.03% of the 13F portfolio, value $9,546,000.

    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 68,905 shares
    Change vs previous 13F +3,109 shares

    0.03% of the 13F portfolio, value $8,680,000.

    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 65,796 shares
    Change vs previous 13F -1,559 shares

    0.04% of the 13F portfolio, value $8,510,000.

    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 67,355 shares
    Change vs previous 13F +5,903 shares

    0.04% of the 13F portfolio, value $8,908,000.

    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 61,452 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,420,000.

    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).