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Disclosery

CWM, LLC: LVHI position timeline

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

CWM, LLC held 1,178,190 LVHI 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 1,178,190 shares
    Change vs previous 13F +206,703 shares

    0.13% of the 13F portfolio, value $47,763,837.

    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 971,487 shares
    Change vs previous 13F +236,149 shares

    0.1% of the 13F portfolio, value $35,770,000.

    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 735,338 shares
    Change vs previous 13F +180,594 shares

    0.08% of the 13F portfolio, value $25,553,000.

    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 554,744 shares
    Change vs previous 13F +137,390 shares

    0.06% of the 13F portfolio, value $18,057,000.

    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 417,354 shares
    Change vs previous 13F +133,831 shares

    0.05% of the 13F portfolio, value $13,510,000.

    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 283,523 shares
    Change vs previous 13F +35,616 shares

    0.04% of the 13F portfolio, value $8,653,000.

    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 247,907 shares
    Change vs previous 13F +42,644 shares

    0.03% of the 13F portfolio, value $7,705,000.

    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 205,263 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,084,000.

    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).