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Disclosery

CWM, LLC: SPIP position timeline

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

CWM, LLC held 4,582,105 SPIP 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 4,582,105 shares
    Change vs previous 13F +496,894 shares

    0.31% of the 13F portfolio, value $119,180,562.

    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 4,085,211 shares
    Change vs previous 13F +543,940 shares

    0.29% of the 13F portfolio, value $106,011,000.

    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 3,541,271 shares
    Change vs previous 13F +512,866 shares

    0.28% of the 13F portfolio, value $93,189,000.

    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 3,028,405 shares
    Change vs previous 13F +290,396 shares

    0.28% of the 13F portfolio, value $78,920,000.

    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 2,738,009 shares
    Change vs previous 13F +2,706,726 shares

    0.29% of the 13F portfolio, value $72,229,000.

    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 31,283 shares
    Change vs previous 13F -3,487 shares

    <0.01% of the 13F portfolio, value $792,000.

    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 34,770 shares
    Change vs previous 13F -36,211 shares

    <0.01% of the 13F portfolio, value $914,000.

    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 70,981 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,804,000.

    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).