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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

  1. period ended2026-03-31
    13F 505,960 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 503,842 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 388,156 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 353,626 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 336,042 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 326,672 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 305,704 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 265,130 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).