CWM, LLC: LONZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on LONZ, newest first. How the timeline and the estimate are built.
CWM, LLC held 19,126 LONZ shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 19,126 sharesChange vs previous 13F -331 shares
<0.01% of the 13F portfolio, value $944,441.
13F-HR 0001580642-26-003177 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,457 sharesChange vs previous 13F -63,866 shares
<0.01% of the 13F portfolio, value $978,000.
13F-HR 0001580642-26-000404 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 83,323 sharesChange vs previous 13F -1,780 shares
0.01% of the 13F portfolio, value $4,255,000.
13F-HR 0001580642-25-006592 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 85,103 sharesChange vs previous 13F -2,265 shares
0.02% of the 13F portfolio, value $4,340,000.
13F-HR 0001580642-25-004473 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 87,368 sharesChange vs previous 13F +17,903 shares
0.02% of the 13F portfolio, value $4,402,000.
13F-HR 0001580642-25-002731 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 69,465 sharesChange vs previous 13F -201,873 shares
0.01% of the 13F portfolio, value $3,550,000.
13F-HR 0001580642-25-000735 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 271,338 sharesChange vs previous 13F +136,161 shares
0.06% of the 13F portfolio, value $13,876,000.
13F-HR 0001580642-24-006078 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 135,177 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $6,915,000.
13F-HR 0001580642-24-003600 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).