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Disclosery

CWM, LLC: MKTX position timeline

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

CWM, LLC held 73,978 MKTX 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 73,978 shares
    Change vs previous 13F -1,687 shares

    0.03% of the 13F portfolio, value $12,204,890.

    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 75,665 shares
    Change vs previous 13F +49,619 shares

    0.04% of the 13F portfolio, value $13,714,000.

    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 26,046 shares
    Change vs previous 13F +6,934 shares

    0.01% of the 13F portfolio, value $4,539,000.

    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 19,112 shares
    Change vs previous 13F +14,792 shares

    0.02% of the 13F portfolio, value $4,268,000.

    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 4,320 shares
    Change vs previous 13F +1,141 shares

    <0.01% of the 13F portfolio, value $935,000.

    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 3,179 shares
    Change vs previous 13F +2,420 shares

    <0.01% of the 13F portfolio, value $719,000.

    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 759 shares
    Change vs previous 13F +215 shares

    <0.01% of the 13F portfolio, value $194,000.

    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 544 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $109,000.

    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).