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CWM, LLC: SSUS position timeline

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

CWM, LLC held 532,307 SSUS 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 532,307 shares
    Change vs previous 13F -136,330 shares

    0.07% of the 13F portfolio, value $24,851,003.

    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 668,637 shares
    Change vs previous 13F -68,355 shares

    0.09% of the 13F portfolio, value $32,596,000.

    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 736,992 shares
    Change vs previous 13F -32,861 shares

    0.11% of the 13F portfolio, value $35,602,000.

    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 769,853 shares
    Change vs previous 13F -9,417 shares

    0.12% of the 13F portfolio, value $34,620,000.

    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 779,270 shares
    Change vs previous 13F -91,563 shares

    0.13% of the 13F portfolio, value $31,724,000.

    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 870,833 shares
    Change vs previous 13F -105,555 shares

    0.15% of the 13F portfolio, value $36,636,000.

    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 976,388 shares
    Change vs previous 13F -211,205 shares

    0.17% of the 13F portfolio, value $40,608,000.

    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 1,187,593 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $46,922,000.

    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).