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Disclosery

CWM, LLC: STIP position timeline

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

CWM, LLC held 24,250 STIP 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 24,250 shares
    Change vs previous 13F -2,259 shares

    0.01% of the 13F portfolio, value $2,508,145.

    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 26,509 shares
    Change vs previous 13F -27,260 shares

    0.01% of the 13F portfolio, value $2,714,000.

    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 53,769 shares
    Change vs previous 13F -49 shares

    0.02% of the 13F portfolio, value $5,558,000.

    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 53,818 shares
    Change vs previous 13F +39,395 shares

    0.02% of the 13F portfolio, value $5,538,000.

    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 14,423 shares
    Change vs previous 13F -10,522 shares

    0.01% of the 13F portfolio, value $1,492,000.

    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 24,945 shares
    Change vs previous 13F +6,933 shares

    0.01% of the 13F portfolio, value $2,509,000.

    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 18,012 shares
    Change vs previous 13F -3,218 shares

    0.01% of the 13F portfolio, value $1,825,000.

    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 21,230 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,112,000.

    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).