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Disclosery

CWM, LLC: IYW position timeline

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

CWM, LLC held 69,802 IYW 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 69,802 shares
    Change vs previous 13F -58,026 shares

    0.03% of the 13F portfolio, value $12,663,411.

    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 127,828 shares
    Change vs previous 13F -5,380 shares

    0.07% of the 13F portfolio, value $25,525,000.

    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 133,208 shares
    Change vs previous 13F -773,185 shares

    0.08% of the 13F portfolio, value $26,090,000.

    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 906,393 shares
    Change vs previous 13F -141,320 shares

    0.55% of the 13F portfolio, value $157,051,000.

    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 1,047,713 shares
    Change vs previous 13F -32,204 shares

    0.59% of the 13F portfolio, value $147,141,000.

    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 1,079,917 shares
    Change vs previous 13F -24,085 shares

    0.72% of the 13F portfolio, value $172,268,000.

    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 1,104,002 shares
    Change vs previous 13F -28,406 shares

    0.72% of the 13F portfolio, value $167,389,000.

    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 1,132,408 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $170,427,000.

    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).