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Disclosery

CWM, LLC: MDY position timeline

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

CWM, LLC held 18,355 MDY 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 18,355 shares
    Change vs previous 13F -193 shares

    0.03% of the 13F portfolio, value $11,320,488.

    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 18,548 shares
    Change vs previous 13F +2,522 shares

    0.03% of the 13F portfolio, value $11,190,000.

    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 16,026 shares
    Change vs previous 13F +1,285 shares

    0.03% of the 13F portfolio, value $9,552,000.

    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 14,741 shares
    Change vs previous 13F +79 shares

    0.03% of the 13F portfolio, value $8,350,000.

    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 14,662 shares
    Change vs previous 13F +404 shares

    0.03% of the 13F portfolio, value $7,822,000.

    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 14,258 shares
    Change vs previous 13F -8,120 shares

    0.03% of the 13F portfolio, value $8,121,000.

    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 22,378 shares
    Change vs previous 13F +1,685 shares

    0.05% of the 13F portfolio, value $12,748,000.

    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 20,693 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,072,000.

    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).