CWM, LLC: R position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on R, newest first. How the timeline and the estimate are built.
CWM, LLC held 2,293 R shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 2,293 sharesChange vs previous 13F +363 shares
<0.01% of the 13F portfolio, value $469,447.
13F-HR 0001580642-26-003177 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,930 sharesChange vs previous 13F -2,015 shares
<0.01% of the 13F portfolio, value $369,000.
13F-HR 0001580642-26-000404 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,945 sharesChange vs previous 13F +2,682 shares
<0.01% of the 13F portfolio, value $744,000.
13F-HR 0001580642-25-006592 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,263 sharesChange vs previous 13F +401 shares
<0.01% of the 13F portfolio, value $201,000.
13F-HR 0001580642-25-004473 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 862 sharesChange vs previous 13F +67 shares
<0.01% of the 13F portfolio, value $124,000.
13F-HR 0001580642-25-002731 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 795 sharesChange vs previous 13F -6 shares
<0.01% of the 13F portfolio, value $125,000.
13F-HR 0001580642-25-000735 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 801 sharesChange vs previous 13F +43 shares
<0.01% of the 13F portfolio, value $117,000.
13F-HR 0001580642-24-006078 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 758 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $94,000.
13F-HR 0001580642-24-003600 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).