Skip to content
Disclosery

CWM, LLC: IXUS position timeline

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

CWM, LLC held 100,817 IXUS 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 100,817 shares
    Change vs previous 13F +22,791 shares

    0.02% of the 13F portfolio, value $8,734,748.

    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 78,026 shares
    Change vs previous 13F +8,745 shares

    0.02% of the 13F portfolio, value $6,604,000.

    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 69,281 shares
    Change vs previous 13F +1,161 shares

    0.02% of the 13F portfolio, value $5,721,000.

    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 68,120 shares
    Change vs previous 13F +18,364 shares

    0.02% of the 13F portfolio, value $5,266,000.

    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 49,756 shares
    Change vs previous 13F -359 shares

    0.01% of the 13F portfolio, value $3,473,000.

    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 50,115 shares
    Change vs previous 13F +22,827 shares

    0.01% of the 13F portfolio, value $3,315,000.

    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 27,288 shares
    Change vs previous 13F -938 shares

    0.01% of the 13F portfolio, value $1,982,000.

    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 28,226 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,907,000.

    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).