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Disclosery

CWM, LLC: SPYM position timeline

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

CWM, LLC held 11,255,034 SPYM 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 11,255,034 shares
    Change vs previous 13F +895,773 shares

    2.26% of the 13F portfolio, value $861,460,300.

    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 10,359,261 shares
    Change vs previous 13F +400,292 shares

    2.25% of the 13F portfolio, value $831,020,000.

    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 9,958,969 shares
    Change vs previous 13F +18,453 shares

    2.35% of the 13F portfolio, value $780,186,000.

    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 9,940,516 shares
    Change vs previous 13F +1,456,291 shares

    2.55% of the 13F portfolio, value $722,576,000.

    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 8,484,225 shares
    Change vs previous 13F +613,217 shares

    2.23% of the 13F portfolio, value $557,923,000.

    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 7,871,008 shares
    Change vs previous 13F +657,335 shares

    2.25% of the 13F portfolio, value $542,627,000.

    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 7,213,673 shares
    Change vs previous 13F +547,989 shares

    2.1% of the 13F portfolio, value $486,995,000.

    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 6,665,684 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $426,604,000.

    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).