Skip to content
Disclosery

CWM, LLC: KB position timeline

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

CWM, LLC held 2,390 KB 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 2,390 shares
    Change vs previous 13F +147 shares

    <0.01% of the 13F portfolio, value $238,403.

    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 2,243 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $193,000.

    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 2,276 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $189,000.

    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 2,267 shares
    Change vs previous 13F -194 shares

    <0.01% of the 13F portfolio, value $187,000.

    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 2,461 shares
    Change vs previous 13F -237 shares

    <0.01% of the 13F portfolio, value $133,000.

    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 2,698 shares
    Change vs previous 13F -153 shares

    <0.01% of the 13F portfolio, value $154,000.

    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 2,851 shares
    Change vs previous 13F +155 shares

    <0.01% of the 13F portfolio, value $176,000.

    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 2,696 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $153,000.

    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).