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Disclosery

CWM, LLC: SEI position timeline

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

CWM, LLC held 7,152 SEI 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 7,152 shares
    Change vs previous 13F -606 shares

    <0.01% of the 13F portfolio, value $404,160.

    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 7,758 shares
    Change vs previous 13F -672 shares

    <0.01% of the 13F portfolio, value $357,000.

    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 8,430 shares
    Change vs previous 13F -1,611 shares

    <0.01% of the 13F portfolio, value $337,000.

    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 10,041 shares
    Change vs previous 13F -815 shares

    <0.01% of the 13F portfolio, value $284,000.

    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 10,856 shares
    Change vs previous 13F -319 shares

    <0.01% of the 13F portfolio, value $236,000.

    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 11,175 shares
    Change vs previous 13F +266 shares

    <0.01% of the 13F portfolio, value $322,000.

    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 10,909 shares
    Change vs previous 13F +4,245 shares

    <0.01% of the 13F portfolio, value $139,000.

    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 6,664 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $57,000.

    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).