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Disclosery

CWM, LLC: PPA position timeline

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

CWM, LLC held 19,393 PPA 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 19,393 shares
    Change vs previous 13F -1,403 shares

    0.01% of the 13F portfolio, value $3,213,490.

    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 20,796 shares
    Change vs previous 13F -9,913 shares

    0.01% of the 13F portfolio, value $3,257,000.

    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 30,709 shares
    Change vs previous 13F +12,394 shares

    0.01% of the 13F portfolio, value $4,774,000.

    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 18,315 shares
    Change vs previous 13F +7,594 shares

    0.01% of the 13F portfolio, value $2,595,000.

    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 10,721 shares
    Change vs previous 13F -109,026 shares

    <0.01% of the 13F portfolio, value $1,250,000.

    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 119,747 shares
    Change vs previous 13F +110,751 shares

    0.06% of the 13F portfolio, value $13,739,000.

    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 8,996 shares
    Change vs previous 13F +1,261 shares

    <0.01% of the 13F portfolio, value $1,034,000.

    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 7,735 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $795,000.

    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).