Skip to content
Disclosery

CWM, LLC: NTRS position timeline

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

CWM, LLC held 66,054 NTRS 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 66,054 shares
    Change vs previous 13F +17,770 shares

    0.02% of the 13F portfolio, value $9,219,158.

    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 48,284 shares
    Change vs previous 13F +26,594 shares

    0.02% of the 13F portfolio, value $6,595,000.

    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 21,690 shares
    Change vs previous 13F +8,452 shares

    0.01% of the 13F portfolio, value $2,920,000.

    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 13,238 shares
    Change vs previous 13F -2,302 shares

    0.01% of the 13F portfolio, value $1,678,000.

    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 15,540 shares
    Change vs previous 13F -169 shares

    0.01% of the 13F portfolio, value $1,533,000.

    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 15,709 shares
    Change vs previous 13F +3,526 shares

    0.01% of the 13F portfolio, value $1,610,000.

    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 12,183 shares
    Change vs previous 13F +2,520 shares

    <0.01% of the 13F portfolio, value $1,097,000.

    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 9,663 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $812,000.

    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).