CWM, LLC: PD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on PD, newest first. How the timeline and the estimate are built.
CWM, LLC held 78,880 PD shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 78,880 sharesChange vs previous 13F +69,595 shares
<0.01% of the 13F portfolio, value $489,845.
13F-HR 0001580642-26-003177 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,285 sharesChange vs previous 13F -29,073 shares
<0.01% of the 13F portfolio, value $122,000.
13F-HR 0001580642-26-000404 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,358 sharesChange vs previous 13F +20,272 shares
<0.01% of the 13F portfolio, value $634,000.
13F-HR 0001580642-25-006592 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,086 sharesChange vs previous 13F +7,949 shares
<0.01% of the 13F portfolio, value $276,000.
13F-HR 0001580642-25-004473 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,137 sharesChange vs previous 13F +515 shares
<0.01% of the 13F portfolio, value $185,000.
13F-HR 0001580642-25-002731 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,622 sharesChange vs previous 13F -2,686 shares
<0.01% of the 13F portfolio, value $176,000.
13F-HR 0001580642-25-000735 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,308 sharesChange vs previous 13F -674 shares
<0.01% of the 13F portfolio, value $228,000.
13F-HR 0001580642-24-006078 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 12,982 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $298,000.
13F-HR 0001580642-24-003600 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).