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Disclosery

CWM, LLC: JIRE position timeline

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

CWM, LLC held 1,912,801 JIRE 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 1,912,801 shares
    Change vs previous 13F +206,595 shares

    0.38% of the 13F portfolio, value $144,875,518.

    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 1,706,206 shares
    Change vs previous 13F +191,685 shares

    0.35% of the 13F portfolio, value $127,761,000.

    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 1,514,521 shares
    Change vs previous 13F +103,411 shares

    0.34% of the 13F portfolio, value $111,378,000.

    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 1,411,110 shares
    Change vs previous 13F +325,981 shares

    0.35% of the 13F portfolio, value $99,864,000.

    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 1,085,129 shares
    Change vs previous 13F +473,617 shares

    0.28% of the 13F portfolio, value $69,144,000.

    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 611,512 shares
    Change vs previous 13F +14,107 shares

    0.15% of the 13F portfolio, value $35,780,000.

    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 597,405 shares
    Change vs previous 13F -183,316 shares

    0.17% of the 13F portfolio, value $39,447,000.

    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 780,721 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $48,873,000.

    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).