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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

  1. period ended2026-03-31
    13F 19,126 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 19,457 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 83,323 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 85,103 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 87,368 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 69,465 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 271,338 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 135,177 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).