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CWM, LLC: SDG position timeline

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

CWM, LLC held 218,437 SDG 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 218,437 shares
    Change vs previous 13F +1,629 shares

    0.05% of the 13F portfolio, value $18,338,345.

    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 216,808 shares
    Change vs previous 13F -5,304 shares

    0.05% of the 13F portfolio, value $18,261,000.

    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 222,112 shares
    Change vs previous 13F -11,640 shares

    0.06% of the 13F portfolio, value $18,480,000.

    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 233,752 shares
    Change vs previous 13F -445 shares

    0.06% of the 13F portfolio, value $17,732,000.

    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 234,197 shares
    Change vs previous 13F +287 shares

    0.07% of the 13F portfolio, value $16,954,000.

    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 233,910 shares
    Change vs previous 13F -56,458 shares

    0.07% of the 13F portfolio, value $16,739,000.

    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 290,368 shares
    Change vs previous 13F -40,527 shares

    0.11% of the 13F portfolio, value $24,620,000.

    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 330,895 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $24,840,000.

    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).