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Disclosery

CWM, LLC: META position timeline

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

CWM, LLC held 244,595 META 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 244,595 shares
    Change vs previous 13F -8,188 shares

    0.37% of the 13F portfolio, value $139,940,351.

    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 252,783 shares
    Change vs previous 13F +10,009 shares

    0.45% of the 13F portfolio, value $166,860,000.

    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 242,774 shares
    Change vs previous 13F +6,425 shares

    0.54% of the 13F portfolio, value $178,289,000.

    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 236,349 shares
    Change vs previous 13F +1,184 shares

    0.62% of the 13F portfolio, value $174,447,000.

    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 235,165 shares
    Change vs previous 13F -12,803 shares

    0.54% of the 13F portfolio, value $135,540,000.

    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 247,968 shares
    Change vs previous 13F +7,705 shares

    0.6% of the 13F portfolio, value $145,188,000.

    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 240,263 shares
    Change vs previous 13F +15,212 shares

    0.59% of the 13F portfolio, value $137,536,000.

    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 225,051 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $113,475,000.

    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).