Skip to content
Disclosery

CWM, LLC: MBWM position timeline

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

CWM, LLC held 10,336 MBWM 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 10,336 shares
    Change vs previous 13F -902 shares

    <0.01% of the 13F portfolio, value $521,970.

    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 11,238 shares
    Change vs previous 13F -1,155 shares

    <0.01% of the 13F portfolio, value $541,000.

    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 12,393 shares
    Change vs previous 13F +5,748 shares

    <0.01% of the 13F portfolio, value $558,000.

    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 6,645 shares
    Change vs previous 13F +1,366 shares

    <0.01% of the 13F portfolio, value $308,000.

    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 5,279 shares
    Change vs previous 13F +2,007 shares

    <0.01% of the 13F portfolio, value $229,000.

    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 3,272 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $146,000.

    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 3,249 shares
    Change vs previous 13F +450 shares

    <0.01% of the 13F portfolio, value $142,000.

    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 2,799 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $114,000.

    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).