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Disclosery

CWM, LLC: QFLR position timeline

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

CWM, LLC held 2,076 QFLR 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 2,076 shares
    Change vs previous 13F -2,639 shares

    <0.01% of the 13F portfolio, value $69,131.

    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 4,715 shares
    Change vs previous 13F -1,638 shares

    <0.01% of the 13F portfolio, value $162,000.

    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 6,353 shares
    Change vs previous 13F +2,009 shares

    <0.01% of the 13F portfolio, value $211,000.

    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 4,344 shares
    Change vs previous 13F -14,558 shares

    <0.01% of the 13F portfolio, value $130,000.

    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 18,902 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $511,000.

    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).