Skip to content
Disclosery

CWM, LLC: PDI position timeline

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

CWM, LLC held 29,927 PDI 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 29,927 shares
    Change vs previous 13F +8,953 shares

    <0.01% of the 13F portfolio, value $512,054.

    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 20,974 shares
    Change vs previous 13F -74,658 shares

    <0.01% of the 13F portfolio, value $371,000.

    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 95,632 shares
    Change vs previous 13F +516 shares

    0.01% of the 13F portfolio, value $1,894,000.

    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 95,116 shares
    Change vs previous 13F +84,934 shares

    0.01% of the 13F portfolio, value $1,804,000.

    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 10,182 shares
    Change vs previous 13F +139 shares

    <0.01% of the 13F portfolio, value $202,000.

    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 10,043 shares
    Change vs previous 13F -9,742 shares

    <0.01% of the 13F portfolio, value $184,000.

    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 19,785 shares
    Change vs previous 13F -10,869 shares

    <0.01% of the 13F portfolio, value $401,000.

    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 30,654 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $577,000.

    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).