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Disclosery

CWM, LLC: SPEU position timeline

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

CWM, LLC held 1,208,741 SPEU 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 1,208,741 shares
    Change vs previous 13F -1,224,529 shares

    0.16% of the 13F portfolio, value $61,935,872.

    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 2,433,270 shares
    Change vs previous 13F +217,888 shares

    0.34% of the 13F portfolio, value $126,846,000.

    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 2,215,382 shares
    Change vs previous 13F +168,266 shares

    0.33% of the 13F portfolio, value $110,348,000.

    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 2,047,116 shares
    Change vs previous 13F +1,230,497 shares

    0.35% of the 13F portfolio, value $99,203,000.

    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 816,619 shares
    Change vs previous 13F +816,360 shares

    0.14% of the 13F portfolio, value $35,939,000.

    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 259 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $10,000.

    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 261 shares
    Change vs previous 13F -68 shares

    <0.01% of the 13F portfolio, value $12,000.

    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 329 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,000.

    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).