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CWM, LLC: MCK position timeline

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

CWM, LLC held 26,201 MCK 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 26,201 shares
    Change vs previous 13F +684 shares

    0.06% of the 13F portfolio, value $22,673,362.

    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 25,517 shares
    Change vs previous 13F +8,478 shares

    0.06% of the 13F portfolio, value $20,932,000.

    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 17,039 shares
    Change vs previous 13F +2,425 shares

    0.04% of the 13F portfolio, value $13,164,000.

    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 14,614 shares
    Change vs previous 13F +792 shares

    0.04% of the 13F portfolio, value $10,709,000.

    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 13,822 shares
    Change vs previous 13F +3,053 shares

    0.04% of the 13F portfolio, value $9,302,000.

    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 10,769 shares
    Change vs previous 13F +3,862 shares

    0.03% of the 13F portfolio, value $6,137,000.

    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 6,907 shares
    Change vs previous 13F -553 shares

    0.01% of the 13F portfolio, value $3,415,000.

    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 7,460 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,357,000.

    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).