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Disclosery

CWM, LLC: SGOV position timeline

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

CWM, LLC held 774,491 SGOV 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 774,491 shares
    Change vs previous 13F +432,092 shares

    0.2% of the 13F portfolio, value $77,960,232.

    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 342,399 shares
    Change vs previous 13F -54,272 shares

    0.09% of the 13F portfolio, value $34,370,000.

    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 396,671 shares
    Change vs previous 13F +291,960 shares

    0.12% of the 13F portfolio, value $39,945,000.

    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 104,711 shares
    Change vs previous 13F -19,301 shares

    0.04% of the 13F portfolio, value $10,543,000.

    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 124,012 shares
    Change vs previous 13F +16,187 shares

    0.05% of the 13F portfolio, value $12,484,000.

    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 107,825 shares
    Change vs previous 13F -74,650 shares

    0.04% of the 13F portfolio, value $10,817,000.

    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 182,475 shares
    Change vs previous 13F -58,402 shares

    0.08% of the 13F portfolio, value $18,379,000.

    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 240,877 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $24,259,000.

    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).