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Disclosery

CWM, LLC: QYLD position timeline

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

CWM, LLC held 2,560,465 QYLD 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 2,560,465 shares
    Change vs previous 13F +14,814 shares

    0.12% of the 13F portfolio, value $43,911,976.

    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 2,545,651 shares
    Change vs previous 13F -60,317 shares

    0.12% of the 13F portfolio, value $44,982,000.

    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 2,605,968 shares
    Change vs previous 13F -29,907 shares

    0.13% of the 13F portfolio, value $44,328,000.

    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 2,635,875 shares
    Change vs previous 13F +104,744 shares

    0.16% of the 13F portfolio, value $44,072,000.

    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 2,531,131 shares
    Change vs previous 13F +115,638 shares

    0.17% of the 13F portfolio, value $42,093,000.

    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 2,415,493 shares
    Change vs previous 13F -45,142 shares

    0.18% of the 13F portfolio, value $44,010,000.

    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 2,460,635 shares
    Change vs previous 13F -357,076 shares

    0.19% of the 13F portfolio, value $44,390,000.

    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 2,817,711 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $49,789,000.

    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).