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Disclosery

CWM, LLC: SPOT position timeline

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

CWM, LLC held 23,163 SPOT 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 23,163 shares
    Change vs previous 13F +2,097 shares

    0.03% of the 13F portfolio, value $11,232,129.

    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 21,066 shares
    Change vs previous 13F +224 shares

    0.03% of the 13F portfolio, value $12,233,000.

    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 20,842 shares
    Change vs previous 13F -2,800 shares

    0.04% of the 13F portfolio, value $14,548,000.

    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 23,642 shares
    Change vs previous 13F -10,840 shares

    0.06% of the 13F portfolio, value $18,141,000.

    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 34,482 shares
    Change vs previous 13F -637 shares

    0.08% of the 13F portfolio, value $18,966,000.

    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 35,119 shares
    Change vs previous 13F -3,703 shares

    0.07% of the 13F portfolio, value $15,712,000.

    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 38,822 shares
    Change vs previous 13F -4,307 shares

    0.06% of the 13F portfolio, value $14,307,000.

    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 43,129 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $13,533,000.

    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).