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Disclosery

CWM, LLC: SPLV position timeline

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

CWM, LLC held 301,300 SPLV 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 301,300 shares
    Change vs previous 13F +25,847 shares

    0.06% of the 13F portfolio, value $22,037,060.

    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 275,453 shares
    Change vs previous 13F +18,059 shares

    0.05% of the 13F portfolio, value $19,673,000.

    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 257,394 shares
    Change vs previous 13F +10,347 shares

    0.06% of the 13F portfolio, value $18,913,000.

    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 247,047 shares
    Change vs previous 13F +84,781 shares

    0.06% of the 13F portfolio, value $17,990,000.

    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 162,266 shares
    Change vs previous 13F -93 shares

    0.05% of the 13F portfolio, value $12,125,000.

    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 162,359 shares
    Change vs previous 13F +34,641 shares

    0.05% of the 13F portfolio, value $11,365,000.

    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 127,718 shares
    Change vs previous 13F +36,925 shares

    0.04% of the 13F portfolio, value $9,161,000.

    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 90,793 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,897,000.

    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).