Skip to content
Disclosery

CWM, LLC: LZ position timeline

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

CWM, LLC held 60,292 LZ 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 60,292 shares
    Change vs previous 13F -94,586 shares

    <0.01% of the 13F portfolio, value $341,856.

    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 154,878 shares
    Change vs previous 13F +34,851 shares

    <0.01% of the 13F portfolio, value $1,538,000.

    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 120,027 shares
    Change vs previous 13F +30,734 shares

    <0.01% of the 13F portfolio, value $1,246,000.

    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 89,293 shares
    Change vs previous 13F +37,498 shares

    <0.01% of the 13F portfolio, value $796,000.

    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 51,795 shares
    Change vs previous 13F +44,484 shares

    <0.01% of the 13F portfolio, value $446,000.

    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 7,311 shares
    Change vs previous 13F +3,969 shares

    <0.01% of the 13F portfolio, value $55,000.

    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 3,342 shares
    Change vs previous 13F +853 shares

    <0.01% of the 13F portfolio, value $21,000.

    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 2,489 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,000.

    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).