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CWM, LLC: SCI position timeline

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

CWM, LLC held 301,173 SCI 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 301,173 shares
    Change vs previous 13F -13,056 shares

    0.07% of the 13F portfolio, value $24,849,792.

    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 314,229 shares
    Change vs previous 13F -4,932 shares

    0.07% of the 13F portfolio, value $24,500,000.

    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 319,161 shares
    Change vs previous 13F +3,831 shares

    0.08% of the 13F portfolio, value $26,561,000.

    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 315,330 shares
    Change vs previous 13F +8,514 shares

    0.09% of the 13F portfolio, value $25,668,000.

    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 306,816 shares
    Change vs previous 13F -9,937 shares

    0.1% of the 13F portfolio, value $24,607,000.

    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 316,753 shares
    Change vs previous 13F -16,616 shares

    0.1% of the 13F portfolio, value $25,283,000.

    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 333,369 shares
    Change vs previous 13F -15,825 shares

    0.11% of the 13F portfolio, value $26,313,000.

    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 349,194 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $24,838,000.

    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).