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Disclosery

CWM, LLC: RJF position timeline

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

CWM, LLC held 28,242 RJF 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 28,242 shares
    Change vs previous 13F -1,713 shares

    0.01% of the 13F portfolio, value $4,089,133.

    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 29,955 shares
    Change vs previous 13F +1,576 shares

    0.01% of the 13F portfolio, value $4,811,000.

    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 28,379 shares
    Change vs previous 13F +336 shares

    0.01% of the 13F portfolio, value $4,898,000.

    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 28,043 shares
    Change vs previous 13F +447 shares

    0.02% of the 13F portfolio, value $4,301,000.

    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 27,596 shares
    Change vs previous 13F +331 shares

    0.02% of the 13F portfolio, value $3,833,000.

    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 27,265 shares
    Change vs previous 13F +15,412 shares

    0.02% of the 13F portfolio, value $4,235,000.

    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 11,853 shares
    Change vs previous 13F +325 shares

    0.01% of the 13F portfolio, value $1,452,000.

    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 11,528 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,425,000.

    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).