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Disclosery

CWM, LLC: SPIB position timeline

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

CWM, LLC held 530,633 SPIB 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 530,633 shares
    Change vs previous 13F -33,711 shares

    0.05% of the 13F portfolio, value $17,797,437.

    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 564,344 shares
    Change vs previous 13F +208,015 shares

    0.05% of the 13F portfolio, value $19,080,000.

    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 356,329 shares
    Change vs previous 13F -50,943 shares

    0.04% of the 13F portfolio, value $12,076,000.

    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 407,272 shares
    Change vs previous 13F -893,138 shares

    0.05% of the 13F portfolio, value $13,676,000.

    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 1,300,410 shares
    Change vs previous 13F +101,122 shares

    0.17% of the 13F portfolio, value $43,226,000.

    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 1,199,288 shares
    Change vs previous 13F +15,871 shares

    0.16% of the 13F portfolio, value $39,289,000.

    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 1,183,417 shares
    Change vs previous 13F -250,770 shares

    0.17% of the 13F portfolio, value $39,893,000.

    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 1,434,187 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $46,697,000.

    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).