Skip to content
Disclosery

CWM, LLC: SPFI position timeline

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

CWM, LLC held 3,052 SPFI 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 3,052 shares
    Change vs previous 13F +299 shares

    <0.01% of the 13F portfolio, value $127,879.

    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 2,753 shares
    Change vs previous 13F +634 shares

    <0.01% of the 13F portfolio, value $107,000.

    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 2,119 shares
    Change vs previous 13F +441 shares

    <0.01% of the 13F portfolio, value $82,000.

    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 1,678 shares
    Change vs previous 13F +519 shares

    <0.01% of the 13F portfolio, value $60,000.

    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 1,159 shares
    Change vs previous 13F +266 shares

    <0.01% of the 13F portfolio, value $38,000.

    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 893 shares
    Change vs previous 13F +84 shares

    <0.01% of the 13F portfolio, value $31,000.

    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 809 shares
    Change vs previous 13F +386 shares

    <0.01% of the 13F portfolio, value $27,000.

    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 423 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,000.

    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).