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Disclosery

CWM, LLC: SPEM position timeline

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

CWM, LLC held 2,985,833 SPEM 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 2,985,833 shares
    Change vs previous 13F +547,581 shares

    0.37% of the 13F portfolio, value $140,065,449.

    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 2,438,252 shares
    Change vs previous 13F +174,521 shares

    0.31% of the 13F portfolio, value $114,135,000.

    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 2,263,731 shares
    Change vs previous 13F +73,219 shares

    0.32% of the 13F portfolio, value $105,965,000.

    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 2,190,512 shares
    Change vs previous 13F +234,635 shares

    0.33% of the 13F portfolio, value $93,622,000.

    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 1,955,877 shares
    Change vs previous 13F +154,353 shares

    0.31% of the 13F portfolio, value $77,003,000.

    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 1,801,524 shares
    Change vs previous 13F +506,282 shares

    0.29% of the 13F portfolio, value $69,124,000.

    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 1,295,242 shares
    Change vs previous 13F -384,048 shares

    0.23% of the 13F portfolio, value $53,468,000.

    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 1,679,290 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $63,259,000.

    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).