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Disclosery

CWM, LLC: SPDW position timeline

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

CWM, LLC held 17,682,357 SPDW 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 17,682,357 shares
    Change vs previous 13F +2,161,800 shares

    2.12% of the 13F portfolio, value $807,199,618.

    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 15,520,557 shares
    Change vs previous 13F +886,729 shares

    1.87% of the 13F portfolio, value $689,268,000.

    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 14,633,828 shares
    Change vs previous 13F +452,210 shares

    1.88% of the 13F portfolio, value $626,182,000.

    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 14,181,618 shares
    Change vs previous 13F +1,213,244 shares

    2.03% of the 13F portfolio, value $574,214,000.

    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 12,968,374 shares
    Change vs previous 13F +425,898 shares

    1.88% of the 13F portfolio, value $472,178,000.

    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 12,542,476 shares
    Change vs previous 13F +1,116,762 shares

    1.78% of the 13F portfolio, value $428,075,000.

    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 11,425,714 shares
    Change vs previous 13F +906,935 shares

    1.85% of the 13F portfolio, value $429,150,000.

    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 10,518,779 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $368,999,000.

    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).