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Disclosery

CWM, LLC: SPTS position timeline

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

CWM, LLC held 1,110,595 SPTS 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 1,110,595 shares
    Change vs previous 13F -332,850 shares

    0.09% of the 13F portfolio, value $32,407,161.

    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 1,443,445 shares
    Change vs previous 13F -181,455 shares

    0.11% of the 13F portfolio, value $42,264,000.

    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 1,624,900 shares
    Change vs previous 13F +764,809 shares

    0.14% of the 13F portfolio, value $47,642,000.

    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 860,091 shares
    Change vs previous 13F -322,810 shares

    0.09% of the 13F portfolio, value $25,192,000.

    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 1,182,901 shares
    Change vs previous 13F +324,401 shares

    0.14% of the 13F portfolio, value $34,588,000.

    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 858,500 shares
    Change vs previous 13F -999,695 shares

    0.1% of the 13F portfolio, value $24,905,000.

    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 1,858,195 shares
    Change vs previous 13F -70,663 shares

    0.24% of the 13F portfolio, value $54,650,000.

    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 1,928,858 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $55,686,000.

    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).