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Disclosery

CWM, LLC: IWV position timeline

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

CWM, LLC held 42,590 IWV 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 42,590 shares
    Change vs previous 13F +811 shares

    0.04% of the 13F portfolio, value $15,787,246.

    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 41,779 shares
    Change vs previous 13F -207 shares

    0.04% of the 13F portfolio, value $16,162,000.

    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 41,986 shares
    Change vs previous 13F +7,644 shares

    0.05% of the 13F portfolio, value $15,910,000.

    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 34,342 shares
    Change vs previous 13F +393 shares

    0.04% of the 13F portfolio, value $12,054,000.

    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 33,949 shares
    Change vs previous 13F +3,391 shares

    0.04% of the 13F portfolio, value $10,784,000.

    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 30,558 shares
    Change vs previous 13F -4,449 shares

    0.04% of the 13F portfolio, value $10,214,000.

    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 35,007 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $11,438,000.

    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 35,009 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $10,806,000.

    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).