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Disclosery

CWM, LLC: OTF position timeline

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

CWM, LLC held 185,229 OTF 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 185,229 shares
    Change vs previous 13F +93,021 shares

    0.01% of the 13F portfolio, value $2,294,986.

    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 92,208 shares
    Change vs previous 13F +58,935 shares

    <0.01% of the 13F portfolio, value $1,341,000.

    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 33,273 shares
    Change vs previous 13F +27,530 shares

    <0.01% of the 13F portfolio, value $460,000.

    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 5,743 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $88,000.

    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).