CWM, LLC: SMRT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on SMRT, newest first. How the timeline and the estimate are built.
CWM, LLC held 5,744 SMRT shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 5,744 sharesChange vs previous 13F -6,640 shares
<0.01% of the 13F portfolio, value $8,616.
13F-HR 0001580642-26-003177 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,384 sharesChange vs previous 13F -15,670 shares
<0.01% of the 13F portfolio, value $25,000.
13F-HR 0001580642-26-000404 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,054 sharesChange vs previous 13F -58,141 shares
<0.01% of the 13F portfolio, value $40,000.
13F-HR 0001580642-25-006592 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 86,195 sharesChange vs previous 13F +48,449 shares
<0.01% of the 13F portfolio, value $85,000.
13F-HR 0001580642-25-004473 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,746 sharesChange vs previous 13F +34,132 shares
<0.01% of the 13F portfolio, value $46,000.
13F-HR 0001580642-25-002731 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,614 sharesChange vs previous 13F -18,525 shares
<0.01% of the 13F portfolio, value $6,000.
13F-HR 0001580642-25-000735 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,139 sharesChange vs previous 13F +20,214 shares
<0.01% of the 13F portfolio, value $38,000.
13F-HR 0001580642-24-006078 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,925 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $5,000.
13F-HR 0001580642-24-003600 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).