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CWM, LLC: SJM position timeline

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

CWM, LLC held 201,307 SJM 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 201,307 shares
    Change vs previous 13F -11,192 shares

    0.05% of the 13F portfolio, value $19,414,041.

    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 212,499 shares
    Change vs previous 13F -46,242 shares

    0.06% of the 13F portfolio, value $20,785,000.

    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 258,741 shares
    Change vs previous 13F +17,169 shares

    0.08% of the 13F portfolio, value $28,099,000.

    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 241,572 shares
    Change vs previous 13F +36,958 shares

    0.08% of the 13F portfolio, value $23,722,000.

    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 204,614 shares
    Change vs previous 13F +3,787 shares

    0.1% of the 13F portfolio, value $24,228,000.

    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 200,827 shares
    Change vs previous 13F +2,197 shares

    0.09% of the 13F portfolio, value $22,115,000.

    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 198,630 shares
    Change vs previous 13F +28 shares

    0.1% of the 13F portfolio, value $24,054,000.

    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 198,602 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $21,656,000.

    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).