Skip to content
Disclosery

CWM, LLC: SHC position timeline

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

CWM, LLC held 137,583 SHC 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 137,583 shares
    Change vs previous 13F +68,253 shares

    0.01% of the 13F portfolio, value $1,972,940.

    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 69,330 shares
    Change vs previous 13F +64,139 shares

    <0.01% of the 13F portfolio, value $1,223,000.

    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 5,191 shares
    Change vs previous 13F +3,429 shares

    <0.01% of the 13F portfolio, value $82,000.

    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 1,762 shares
    Change vs previous 13F -3,077 shares

    <0.01% of the 13F portfolio, value $20,000.

    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 4,839 shares
    Change vs previous 13F -14,544 shares

    <0.01% of the 13F portfolio, value $56,000.

    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 19,383 shares
    Change vs previous 13F -39,180 shares

    <0.01% of the 13F portfolio, value $265,000.

    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 58,563 shares
    Change vs previous 13F +56,417 shares

    <0.01% of the 13F portfolio, value $978,000.

    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 2,146 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,000.

    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).