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Disclosery

CWM, LLC: SPBO position timeline

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

CWM, LLC held 215,712 SPBO 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 215,712 shares
    Change vs previous 13F -15,820 shares

    0.02% of the 13F portfolio, value $6,262,105.

    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 231,532 shares
    Change vs previous 13F +3,691 shares

    0.02% of the 13F portfolio, value $6,793,000.

    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 227,841 shares
    Change vs previous 13F -67,020 shares

    0.02% of the 13F portfolio, value $6,751,000.

    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 294,861 shares
    Change vs previous 13F +23,830 shares

    0.03% of the 13F portfolio, value $8,616,000.

    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 271,031 shares
    Change vs previous 13F -9,188 shares

    0.03% of the 13F portfolio, value $7,868,000.

    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 280,219 shares
    Change vs previous 13F +46,708 shares

    0.03% of the 13F portfolio, value $8,025,000.

    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 233,511 shares
    Change vs previous 13F -2,139 shares

    0.03% of the 13F portfolio, value $7,012,000.

    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 235,650 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,763,000.

    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).