Skip to content
Disclosery

CWM, LLC: SLQT position timeline

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

CWM, LLC held 110,287 SLQT 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 110,287 shares
    Change vs previous 13F +23,105 shares

    <0.01% of the 13F portfolio, value $69,426.

    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 87,182 shares
    Change vs previous 13F -27,225 shares

    <0.01% of the 13F portfolio, value $123,000.

    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 114,407 shares
    Change vs previous 13F -3,671 shares

    <0.01% of the 13F portfolio, value $224,000.

    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 118,078 shares
    Change vs previous 13F +40,855 shares

    <0.01% of the 13F portfolio, value $281,000.

    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 77,223 shares
    Change vs previous 13F +369 shares

    <0.01% of the 13F portfolio, value $258,000.

    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 76,854 shares
    Change vs previous 13F -313,290 shares

    <0.01% of the 13F portfolio, value $286,000.

    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 390,144 shares
    Change vs previous 13F +1,438 shares

    <0.01% of the 13F portfolio, value $847,000.

    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 388,706 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,073,000.

    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).