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CWM, LLC: SRLN position timeline

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

CWM, LLC held 374,008 SRLN 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 374,008 shares
    Change vs previous 13F +2,233 shares

    0.04% of the 13F portfolio, value $15,012,664.

    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 371,775 shares
    Change vs previous 13F +233,273 shares

    0.04% of the 13F portfolio, value $15,343,000.

    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 138,502 shares
    Change vs previous 13F +29,457 shares

    0.02% of the 13F portfolio, value $5,759,000.

    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 109,045 shares
    Change vs previous 13F +5,308 shares

    0.02% of the 13F portfolio, value $4,535,000.

    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 103,737 shares
    Change vs previous 13F +8,489 shares

    0.02% of the 13F portfolio, value $4,267,000.

    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 95,248 shares
    Change vs previous 13F +12,470 shares

    0.02% of the 13F portfolio, value $3,975,000.

    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 82,778 shares
    Change vs previous 13F +38,445 shares

    0.01% of the 13F portfolio, value $3,457,000.

    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 44,333 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,853,000.

    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).