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Disclosery

CWM, LLC: SPTM position timeline

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

CWM, LLC held 3,349,506 SPTM 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 3,349,506 shares
    Change vs previous 13F +83,169 shares

    0.7% of the 13F portfolio, value $264,811,917.

    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 3,266,337 shares
    Change vs previous 13F +138,861 shares

    0.73% of the 13F portfolio, value $269,473,000.

    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 3,127,476 shares
    Change vs previous 13F -78,385 shares

    0.76% of the 13F portfolio, value $252,231,000.

    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 3,205,861 shares
    Change vs previous 13F +49,444 shares

    0.85% of the 13F portfolio, value $240,087,000.

    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 3,156,417 shares
    Change vs previous 13F -204,924 shares

    0.86% of the 13F portfolio, value $214,668,000.

    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 3,361,341 shares
    Change vs previous 13F -36,054 shares

    1% of the 13F portfolio, value $240,101,000.

    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 3,397,395 shares
    Change vs previous 13F -50,403 shares

    1.02% of the 13F portfolio, value $238,022,000.

    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 3,447,798 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $228,761,000.

    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).