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CWM, LLC: SPMB position timeline

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

CWM, LLC held 2,413,888 SPMB 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 2,413,888 shares
    Change vs previous 13F +78,024 shares

    0.14% of the 13F portfolio, value $54,046,954.

    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 2,335,864 shares
    Change vs previous 13F +108,020 shares

    0.14% of the 13F portfolio, value $52,358,000.

    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 2,227,844 shares
    Change vs previous 13F +169,472 shares

    0.15% of the 13F portfolio, value $49,993,000.

    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 2,058,372 shares
    Change vs previous 13F +348,140 shares

    0.16% of the 13F portfolio, value $45,490,000.

    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 1,710,232 shares
    Change vs previous 13F +27,159 shares

    0.15% of the 13F portfolio, value $37,711,000.

    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 1,683,073 shares
    Change vs previous 13F -68,012 shares

    0.15% of the 13F portfolio, value $36,270,000.

    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 1,751,085 shares
    Change vs previous 13F +31,281 shares

    0.17% of the 13F portfolio, value $39,452,000.

    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 1,719,804 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $37,096,000.

    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).