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Disclosery

CWM, LLC: PM position timeline

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

CWM, LLC held 201,295 PM 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 201,295 shares
    Change vs previous 13F +64,434 shares

    0.09% of the 13F portfolio, value $33,282,104.

    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 136,861 shares
    Change vs previous 13F +7,097 shares

    0.06% of the 13F portfolio, value $21,953,000.

    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 129,764 shares
    Change vs previous 13F +30,174 shares

    0.06% of the 13F portfolio, value $21,048,000.

    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 99,590 shares
    Change vs previous 13F +24,725 shares

    0.06% of the 13F portfolio, value $18,138,000.

    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 74,865 shares
    Change vs previous 13F +10,699 shares

    0.05% of the 13F portfolio, value $11,883,000.

    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 64,166 shares
    Change vs previous 13F +16,423 shares

    0.03% of the 13F portfolio, value $7,722,000.

    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 47,743 shares
    Change vs previous 13F -3,215 shares

    0.02% of the 13F portfolio, value $5,796,000.

    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 50,958 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,164,000.

    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).