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Disclosery

CWM, LLC: OUT position timeline

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

CWM, LLC held 9,048 OUT 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 9,048 shares
    Change vs previous 13F +366 shares

    <0.01% of the 13F portfolio, value $239,772.

    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 8,682 shares
    Change vs previous 13F +453 shares

    <0.01% of the 13F portfolio, value $209,000.

    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 8,229 shares
    Change vs previous 13F +631 shares

    <0.01% of the 13F portfolio, value $151,000.

    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 7,598 shares
    Change vs previous 13F +552 shares

    <0.01% of the 13F portfolio, value $124,000.

    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 7,046 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $114,000.

    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).