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Disclosery

CWM, LLC: POCT position timeline

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

CWM, LLC held 234,311 POCT 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 234,311 shares
    Change vs previous 13F -11,278 shares

    0.03% of the 13F portfolio, value $10,101,158.

    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 245,589 shares
    Change vs previous 13F +25,298 shares

    0.03% of the 13F portfolio, value $10,786,000.

    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 220,291 shares
    Change vs previous 13F +13,625 shares

    0.03% of the 13F portfolio, value $9,495,000.

    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 206,666 shares
    Change vs previous 13F +45,221 shares

    0.03% of the 13F portfolio, value $8,535,000.

    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 161,445 shares
    Change vs previous 13F +72,400 shares

    0.03% of the 13F portfolio, value $6,272,000.

    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 89,045 shares
    Change vs previous 13F +35,984 shares

    0.01% of the 13F portfolio, value $3,523,000.

    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 53,061 shares
    Change vs previous 13F +49,697 shares

    0.01% of the 13F portfolio, value $2,067,000.

    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 3,364 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $129,000.

    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).