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Disclosery

CWM, LLC: SPSB position timeline

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

CWM, LLC held 774,929 SPSB 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 774,929 shares
    Change vs previous 13F +68,955 shares

    0.06% of the 13F portfolio, value $23,302,120.

    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 705,974 shares
    Change vs previous 13F -13,432 shares

    0.06% of the 13F portfolio, value $21,320,000.

    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 719,406 shares
    Change vs previous 13F +2,155 shares

    0.07% of the 13F portfolio, value $21,791,000.

    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 717,251 shares
    Change vs previous 13F +57,005 shares

    0.08% of the 13F portfolio, value $21,654,000.

    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 660,246 shares
    Change vs previous 13F +89,079 shares

    0.08% of the 13F portfolio, value $19,873,000.

    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 571,167 shares
    Change vs previous 13F +254,052 shares

    0.07% of the 13F portfolio, value $17,055,000.

    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 317,115 shares
    Change vs previous 13F +5,875 shares

    0.04% of the 13F portfolio, value $9,602,000.

    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 311,240 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,244,000.

    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).