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Disclosery

CWM, LLC: PEGA position timeline

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

CWM, LLC held 169,206 PEGA 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 169,206 shares
    Change vs previous 13F +5,056 shares

    0.02% of the 13F portfolio, value $7,201,391.

    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 164,150 shares
    Change vs previous 13F -6,606 shares

    0.03% of the 13F portfolio, value $9,803,000.

    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 170,756 shares
    Change vs previous 13F +38,315 shares

    0.03% of the 13F portfolio, value $9,818,000.

    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 132,441 shares
    Change vs previous 13F +85,484 shares

    0.03% of the 13F portfolio, value $7,169,000.

    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 46,957 shares
    Change vs previous 13F +11,657 shares

    0.01% of the 13F portfolio, value $3,264,000.

    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 35,300 shares
    Change vs previous 13F +3,994 shares

    0.01% of the 13F portfolio, value $3,290,000.

    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 31,306 shares
    Change vs previous 13F +10,103 shares

    0.01% of the 13F portfolio, value $2,288,000.

    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 21,203 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,283,000.

    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).