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Disclosery

CWM, LLC: NDAQ position timeline

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

CWM, LLC held 60,327 NDAQ 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 60,327 shares
    Change vs previous 13F -2,642 shares

    0.01% of the 13F portfolio, value $5,121,144.

    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 62,969 shares
    Change vs previous 13F -857 shares

    0.02% of the 13F portfolio, value $6,116,000.

    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 63,826 shares
    Change vs previous 13F +33,647 shares

    0.02% of the 13F portfolio, value $5,645,000.

    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 30,179 shares
    Change vs previous 13F +15,545 shares

    0.01% of the 13F portfolio, value $2,699,000.

    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 14,634 shares
    Change vs previous 13F +2,011 shares

    <0.01% of the 13F portfolio, value $1,110,000.

    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 12,623 shares
    Change vs previous 13F +60 shares

    <0.01% of the 13F portfolio, value $976,000.

    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 12,563 shares
    Change vs previous 13F -596 shares

    <0.01% of the 13F portfolio, value $917,000.

    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 13,159 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $793,000.

    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).