Skip to content
Disclosery

CWM, LLC: ROIV position timeline

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

CWM, LLC held 181,899 ROIV 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 181,899 shares
    Change vs previous 13F +170,066 shares

    0.01% of the 13F portfolio, value $5,038,602.

    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 11,833 shares
    Change vs previous 13F +8,728 shares

    <0.01% of the 13F portfolio, value $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 3,105 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $47,000.

    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 2,984 shares
    Change vs previous 13F +920 shares

    <0.01% of the 13F portfolio, value $34,000.

    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 2,064 shares
    Change vs previous 13F +435 shares

    <0.01% of the 13F portfolio, value $21,000.

    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 1,629 shares
    Change vs previous 13F +649 shares

    <0.01% of the 13F portfolio, value $19,000.

    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 980 shares
    Change vs previous 13F +956 shares

    <0.01% of the 13F portfolio, value $11,000.

    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 24 shares
    Change vs previous 13F not available

    0% of the 13F portfolio, value $0.

    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).