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CWM, LLC: KOCT position timeline

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

CWM, LLC held 20,825 KOCT 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 20,825 shares
    Change vs previous 13F -7,498 shares

    <0.01% of the 13F portfolio, value $706,528.

    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 28,323 shares
    Change vs previous 13F -870 shares

    <0.01% of the 13F portfolio, value $954,000.

    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 29,193 shares
    Change vs previous 13F -7,408 shares

    <0.01% of the 13F portfolio, value $964,000.

    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 36,601 shares
    Change vs previous 13F +1,014 shares

    <0.01% of the 13F portfolio, value $1,116,000.

    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 35,587 shares
    Change vs previous 13F +1,197 shares

    <0.01% of the 13F portfolio, value $1,042,000.

    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 34,390 shares
    Change vs previous 13F +369 shares

    <0.01% of the 13F portfolio, value $1,051,000.

    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 34,021 shares
    Change vs previous 13F +3,060 shares

    <0.01% of the 13F portfolio, value $1,033,000.

    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 30,961 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $885,000.

    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).