CWM, LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on MO, newest first. How the timeline and the estimate are built.
CWM, LLC held 505,960 MO shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 505,960 sharesChange vs previous 13F +2,118 shares
0.09% of the 13F portfolio, value $33,388,270.
13F-HR 0001580642-26-003177 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 503,842 sharesChange vs previous 13F +115,686 shares
0.08% of the 13F portfolio, value $29,052,000.
13F-HR 0001580642-26-000404 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 388,156 sharesChange vs previous 13F +34,530 shares
0.08% of the 13F portfolio, value $25,642,000.
13F-HR 0001580642-25-006592 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 353,626 sharesChange vs previous 13F +17,584 shares
0.07% of the 13F portfolio, value $20,733,000.
13F-HR 0001580642-25-004473 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 336,042 sharesChange vs previous 13F +9,370 shares
0.08% of the 13F portfolio, value $20,169,000.
13F-HR 0001580642-25-002731 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 326,672 sharesChange vs previous 13F +20,968 shares
0.07% of the 13F portfolio, value $17,082,000.
13F-HR 0001580642-25-000735 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 305,704 sharesChange vs previous 13F +40,574 shares
0.07% of the 13F portfolio, value $15,603,000.
13F-HR 0001580642-24-006078 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 265,130 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $12,077,000.
13F-HR 0001580642-24-003600 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).