CWM, LLC: NJR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on NJR, newest first. How the timeline and the estimate are built.
CWM, LLC held 19,636 NJR shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 19,636 sharesChange vs previous 13F +9,927 shares
<0.01% of the 13F portfolio, value $1,078,404.
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 9,709 sharesChange vs previous 13F -5,121 shares
<0.01% of the 13F portfolio, value $448,000.
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 14,830 sharesChange vs previous 13F +9,820 shares
<0.01% of the 13F portfolio, value $714,000.
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 5,010 sharesChange vs previous 13F +1,038 shares
<0.01% of the 13F portfolio, value $225,000.
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 3,972 sharesChange vs previous 13F +390 shares
<0.01% of the 13F portfolio, value $195,000.
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 3,582 sharesChange vs previous 13F +722 shares
<0.01% of the 13F portfolio, value $167,000.
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 2,860 sharesChange vs previous 13F +602 shares
<0.01% of the 13F portfolio, value $135,000.
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 2,258 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $97,000.
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).