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CWM, LLC: SPSM position timeline

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

CWM, LLC held 676,310 SPSM 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 676,310 shares
    Change vs previous 13F +28,587 shares

    0.09% of the 13F portfolio, value $32,679,304.

    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 647,723 shares
    Change vs previous 13F -6,752 shares

    0.08% of the 13F portfolio, value $30,352,000.

    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 654,475 shares
    Change vs previous 13F +15,992 shares

    0.09% of the 13F portfolio, value $30,315,000.

    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 638,483 shares
    Change vs previous 13F -997,977 shares

    0.1% of the 13F portfolio, value $27,199,000.

    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 1,636,460 shares
    Change vs previous 13F -2,672,013 shares

    0.27% of the 13F portfolio, value $66,702,000.

    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 4,308,473 shares
    Change vs previous 13F +357,579 shares

    0.8% of the 13F portfolio, value $193,537,000.

    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 3,950,894 shares
    Change vs previous 13F +496,655 shares

    0.77% of the 13F portfolio, value $179,805,000.

    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 3,454,239 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $143,455,000.

    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).