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Disclosery

CWM, LLC: SHV position timeline

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

CWM, LLC held 67,174 SHV 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 67,174 shares
    Change vs previous 13F -3,123 shares

    0.02% of the 13F portfolio, value $7,415,391.

    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 70,297 shares
    Change vs previous 13F +3,487 shares

    0.02% of the 13F portfolio, value $7,743,000.

    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 66,810 shares
    Change vs previous 13F -7,541 shares

    0.02% of the 13F portfolio, value $7,382,000.

    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 74,351 shares
    Change vs previous 13F -7,026 shares

    0.03% of the 13F portfolio, value $8,210,000.

    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 81,377 shares
    Change vs previous 13F -12,560 shares

    0.04% of the 13F portfolio, value $8,989,000.

    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 93,937 shares
    Change vs previous 13F +9,577 shares

    0.04% of the 13F portfolio, value $10,343,000.

    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 84,360 shares
    Change vs previous 13F -15,596 shares

    0.04% of the 13F portfolio, value $9,333,000.

    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 99,956 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,045,000.

    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).