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Disclosery

CWM, LLC: JVAL position timeline

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

CWM, LLC held 1,493,287 JVAL 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 1,493,287 shares
    Change vs previous 13F +696,074 shares

    0.19% of the 13F portfolio, value $72,962,014.

    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 797,213 shares
    Change vs previous 13F +10,268 shares

    0.11% of the 13F portfolio, value $39,127,000.

    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 786,945 shares
    Change vs previous 13F -66,644 shares

    0.11% of the 13F portfolio, value $37,380,000.

    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 853,589 shares
    Change vs previous 13F +4,540 shares

    0.13% of the 13F portfolio, value $37,754,000.

    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 849,049 shares
    Change vs previous 13F -11,169 shares

    0.14% of the 13F portfolio, value $35,168,000.

    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 860,218 shares
    Change vs previous 13F -5,164 shares

    0.15% of the 13F portfolio, value $37,161,000.

    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 865,382 shares
    Change vs previous 13F -19,567 shares

    0.16% of the 13F portfolio, value $37,705,000.

    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 884,949 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $36,168,000.

    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).