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Disclosery

CWM, LLC: SPY position timeline

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

CWM, LLC held 682,869 SPY 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 682,869 shares
    Change vs previous 13F +180,828 shares

    1.17% of the 13F portfolio, value $444,097,116.

    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 502,041 shares
    Change vs previous 13F +148,495 shares

    0.93% of the 13F portfolio, value $342,352,000.

    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 353,546 shares
    Change vs previous 13F +51,294 shares

    0.71% of the 13F portfolio, value $235,525,000.

    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 302,252 shares
    Change vs previous 13F -27,194 shares

    0.66% of the 13F portfolio, value $186,747,000.

    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 329,446 shares
    Change vs previous 13F +4,361 shares

    0.73% of the 13F portfolio, value $184,289,000.

    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 325,085 shares
    Change vs previous 13F +42,523 shares

    0.79% of the 13F portfolio, value $190,526,000.

    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 282,562 shares
    Change vs previous 13F -21,644 shares

    0.7% of the 13F portfolio, value $162,123,000.

    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 304,206 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $165,555,000.

    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).