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Disclosery

CWM, LLC: MBB position timeline

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

CWM, LLC held 1,927,060 MBB 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 1,927,060 shares
    Change vs previous 13F +16,950 shares

    0.48% of the 13F portfolio, value $182,974,342.

    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 1,910,110 shares
    Change vs previous 13F +7,207 shares

    0.49% of the 13F portfolio, value $181,881,000.

    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 1,902,903 shares
    Change vs previous 13F -34,919 shares

    0.54% of the 13F portfolio, value $181,061,000.

    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 1,937,822 shares
    Change vs previous 13F -81,970 shares

    0.64% of the 13F portfolio, value $181,942,000.

    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 2,019,792 shares
    Change vs previous 13F -357,818 shares

    0.76% of the 13F portfolio, value $189,416,000.

    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 2,377,610 shares
    Change vs previous 13F -12,367 shares

    0.9% of the 13F portfolio, value $217,979,000.

    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 2,389,977 shares
    Change vs previous 13F +154,109 shares

    0.99% of the 13F portfolio, value $228,984,000.

    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 2,235,868 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $205,275,000.

    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).