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Disclosery

CWM, LLC: NEAR position timeline

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

CWM, LLC held 137,255 NEAR 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 137,255 shares
    Change vs previous 13F -74,312 shares

    0.02% of the 13F portfolio, value $6,977,382.

    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 211,567 shares
    Change vs previous 13F -108,145 shares

    0.03% of the 13F portfolio, value $10,811,000.

    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 319,712 shares
    Change vs previous 13F -41,484 shares

    0.05% of the 13F portfolio, value $16,395,000.

    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 361,196 shares
    Change vs previous 13F +9,161 shares

    0.07% of the 13F portfolio, value $18,457,000.

    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 352,035 shares
    Change vs previous 13F -8,397 shares

    0.07% of the 13F portfolio, value $17,908,000.

    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 360,432 shares
    Change vs previous 13F -52,251 shares

    0.08% of the 13F portfolio, value $18,202,000.

    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 412,683 shares
    Change vs previous 13F -15,013 shares

    0.09% of the 13F portfolio, value $21,146,000.

    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 427,696 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $21,526,000.

    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).