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Disclosery

CWM, LLC: SPHQ position timeline

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

CWM, LLC held 54,070 SPHQ 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 54,070 shares
    Change vs previous 13F +35,953 shares

    0.01% of the 13F portfolio, value $4,065,524.

    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 18,117 shares
    Change vs previous 13F +3,720 shares

    <0.01% of the 13F portfolio, value $1,360,000.

    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 14,397 shares
    Change vs previous 13F +1,967 shares

    <0.01% of the 13F portfolio, value $1,055,000.

    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 12,430 shares
    Change vs previous 13F -3,205 shares

    <0.01% of the 13F portfolio, value $886,000.

    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 15,635 shares
    Change vs previous 13F +10,825 shares

    <0.01% of the 13F portfolio, value $1,037,000.

    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 4,810 shares
    Change vs previous 13F -597 shares

    <0.01% of the 13F portfolio, value $322,000.

    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 5,407 shares
    Change vs previous 13F +275 shares

    <0.01% of the 13F portfolio, value $364,000.

    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 5,132 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $326,000.

    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).