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Disclosery

CWM, LLC: SPMD position timeline

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

CWM, LLC held 2,263,455 SPMD 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 2,263,455 shares
    Change vs previous 13F -1,327,276 shares

    0.35% of the 13F portfolio, value $134,041,812.

    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 3,590,731 shares
    Change vs previous 13F -1,137,753 shares

    0.56% of the 13F portfolio, value $207,939,000.

    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 4,728,484 shares
    Change vs previous 13F +33,612 shares

    0.81% of the 13F portfolio, value $270,422,000.

    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 4,694,872 shares
    Change vs previous 13F -1,887,070 shares

    0.9% of the 13F portfolio, value $255,307,000.

    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 6,581,942 shares
    Change vs previous 13F +874,454 shares

    1.34% of the 13F portfolio, value $336,864,000.

    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 5,707,488 shares
    Change vs previous 13F -14,510 shares

    1.3% of the 13F portfolio, value $312,142,000.

    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 5,721,998 shares
    Change vs previous 13F +607,400 shares

    1.35% of the 13F portfolio, value $312,879,000.

    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 5,114,598 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $262,379,000.

    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).