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Disclosery

CWM, LLC: MUB position timeline

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

CWM, LLC held 751,600 MUB 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 751,600 shares
    Change vs previous 13F +63,676 shares

    0.21% of the 13F portfolio, value $79,782,355.

    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 687,924 shares
    Change vs previous 13F +47,823 shares

    0.2% of the 13F portfolio, value $73,684,000.

    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 640,101 shares
    Change vs previous 13F +123,450 shares

    0.21% of the 13F portfolio, value $68,164,000.

    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 516,651 shares
    Change vs previous 13F +8,522 shares

    0.19% of the 13F portfolio, value $53,980,000.

    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 508,129 shares
    Change vs previous 13F -175,402 shares

    0.21% of the 13F portfolio, value $53,577,000.

    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 683,531 shares
    Change vs previous 13F -108,826 shares

    0.3% of the 13F portfolio, value $72,830,000.

    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 792,357 shares
    Change vs previous 13F +112,854 shares

    0.37% of the 13F portfolio, value $86,074,000.

    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 679,503 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $72,401,000.

    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).