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Disclosery

CWM, LLC: SLYV position timeline

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

CWM, LLC held 99,810 SLYV 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 99,810 shares
    Change vs previous 13F -12,275 shares

    0.02% of the 13F portfolio, value $9,440,073.

    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 112,085 shares
    Change vs previous 13F -16,208 shares

    0.03% of the 13F portfolio, value $10,196,000.

    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 128,293 shares
    Change vs previous 13F -19,475 shares

    0.03% of the 13F portfolio, value $11,373,000.

    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 147,768 shares
    Change vs previous 13F +92,329 shares

    0.04% of the 13F portfolio, value $11,786,000.

    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 55,439 shares
    Change vs previous 13F +18,537 shares

    0.02% of the 13F portfolio, value $4,346,000.

    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 36,902 shares
    Change vs previous 13F +1,894 shares

    0.01% of the 13F portfolio, value $3,220,000.

    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 35,008 shares
    Change vs previous 13F +20,515 shares

    0.01% of the 13F portfolio, value $3,039,000.

    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 14,493 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,135,000.

    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).