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CWM, LLC: SMMU position timeline

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

CWM, LLC held 796,197 SMMU 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 796,197 shares
    Change vs previous 13F +85,033 shares

    0.11% of the 13F portfolio, value $40,168,156.

    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 711,164 shares
    Change vs previous 13F +23,696 shares

    0.1% of the 13F portfolio, value $35,864,000.

    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 687,468 shares
    Change vs previous 13F +147,082 shares

    0.1% of the 13F portfolio, value $34,765,000.

    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 540,386 shares
    Change vs previous 13F -161,478 shares

    0.1% of the 13F portfolio, value $27,111,000.

    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 701,864 shares
    Change vs previous 13F +787 shares

    0.14% of the 13F portfolio, value $35,107,000.

    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 701,077 shares
    Change vs previous 13F -35,963 shares

    0.15% of the 13F portfolio, value $34,942,000.

    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 737,040 shares
    Change vs previous 13F -35,724 shares

    0.16% of the 13F portfolio, value $37,221,000.

    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 772,764 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $38,538,000.

    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).