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Disclosery

CWM, LLC: PMBS position timeline

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

CWM, LLC held 1,265,828 PMBS 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 1,265,828 shares
    Change vs previous 13F +738,887 shares

    0.17% of the 13F portfolio, value $62,785,084.

    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 526,941 shares
    Change vs previous 13F +23,699 shares

    0.07% of the 13F portfolio, value $26,186,000.

    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 503,242 shares
    Change vs previous 13F +425,176 shares

    0.08% of the 13F portfolio, value $24,990,000.

    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 78,066 shares
    Change vs previous 13F +77,506 shares

    0.01% of the 13F portfolio, value $3,829,000.

    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 560 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $27,000.

    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 553 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $26,000.

    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 549 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,000.

    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).