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Disclosery

CWM, LLC: LGLV position timeline

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

CWM, LLC held 1,783,969 LGLV 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 1,783,969 shares
    Change vs previous 13F -20,191 shares

    0.84% of the 13F portfolio, value $317,724,882.

    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 1,804,160 shares
    Change vs previous 13F +280,101 shares

    0.86% of the 13F portfolio, value $316,756,000.

    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 1,524,059 shares
    Change vs previous 13F +143,448 shares

    0.82% of the 13F portfolio, value $271,526,000.

    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 1,380,611 shares
    Change vs previous 13F +565,980 shares

    0.85% of the 13F portfolio, value $241,069,000.

    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 814,631 shares
    Change vs previous 13F +474,766 shares

    0.57% of the 13F portfolio, value $141,778,000.

    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 339,865 shares
    Change vs previous 13F +21,750 shares

    0.23% of the 13F portfolio, value $56,149,000.

    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 318,115 shares
    Change vs previous 13F +314,205 shares

    0.23% of the 13F portfolio, value $53,835,000.

    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 3,910 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $597,000.

    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).