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Disclosery

CWM, LLC: OEF position timeline

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

CWM, LLC held 155,867 OEF 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 155,867 shares
    Change vs previous 13F -1,034,925 shares

    0.13% of the 13F portfolio, value $49,576,750.

    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 1,190,792 shares
    Change vs previous 13F +27,019 shares

    1.11% of the 13F portfolio, value $408,406,000.

    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 1,163,773 shares
    Change vs previous 13F +652,134 shares

    1.17% of the 13F portfolio, value $387,350,000.

    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 511,639 shares
    Change vs previous 13F +96,243 shares

    0.55% of the 13F portfolio, value $155,717,000.

    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 415,396 shares
    Change vs previous 13F +286,280 shares

    0.45% of the 13F portfolio, value $112,502,000.

    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 129,116 shares
    Change vs previous 13F -22,127 shares

    0.15% of the 13F portfolio, value $37,295,000.

    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 151,243 shares
    Change vs previous 13F -9,591 shares

    0.18% of the 13F portfolio, value $41,858,000.

    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 160,834 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $42,508,000.

    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).