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Disclosery

CWM, LLC: PLTK position timeline

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

CWM, LLC held 124,734 PLTK 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 124,734 shares
    Change vs previous 13F -72,419 shares

    <0.01% of the 13F portfolio, value $346,761.

    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 197,153 shares
    Change vs previous 13F +72,016 shares

    <0.01% of the 13F portfolio, value $779,000.

    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 125,137 shares
    Change vs previous 13F +50,828 shares

    <0.01% of the 13F portfolio, value $487,000.

    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 74,309 shares
    Change vs previous 13F +37,080 shares

    <0.01% of the 13F portfolio, value $351,000.

    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 37,229 shares
    Change vs previous 13F -38,127 shares

    <0.01% of the 13F portfolio, value $192,000.

    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 75,356 shares
    Change vs previous 13F -10,615 shares

    <0.01% of the 13F portfolio, value $523,000.

    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 85,971 shares
    Change vs previous 13F +33,902 shares

    <0.01% of the 13F portfolio, value $681,000.

    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 52,069 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $410,000.

    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).