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Disclosery

CWM, LLC: O position timeline

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

CWM, LLC held 132,521 O 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 132,521 shares
    Change vs previous 13F -5,945 shares

    0.02% of the 13F portfolio, value $8,107,638.

    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 138,466 shares
    Change vs previous 13F -12,194 shares

    0.02% of the 13F portfolio, value $7,805,000.

    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 150,660 shares
    Change vs previous 13F -195 shares

    0.03% of the 13F portfolio, value $9,159,000.

    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 150,855 shares
    Change vs previous 13F +13,170 shares

    0.03% of the 13F portfolio, value $8,691,000.

    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 137,685 shares
    Change vs previous 13F +61,583 shares

    0.03% of the 13F portfolio, value $7,987,000.

    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 76,102 shares
    Change vs previous 13F +1,159 shares

    0.02% of the 13F portfolio, value $4,065,000.

    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 74,943 shares
    Change vs previous 13F -1,129 shares

    0.02% of the 13F portfolio, value $4,753,000.

    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 76,072 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,018,000.

    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).