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Disclosery

CWM, LLC: SUB position timeline

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

CWM, LLC held 49,746 SUB 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 49,746 shares
    Change vs previous 13F -3,778 shares

    0.01% of the 13F portfolio, value $5,297,969.

    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 53,524 shares
    Change vs previous 13F +8,486 shares

    0.02% of the 13F portfolio, value $5,711,000.

    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 45,038 shares
    Change vs previous 13F -229 shares

    0.01% of the 13F portfolio, value $4,809,000.

    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 45,267 shares
    Change vs previous 13F +6,259 shares

    0.02% of the 13F portfolio, value $4,814,000.

    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 39,008 shares
    Change vs previous 13F +8,812 shares

    0.02% of the 13F portfolio, value $4,119,000.

    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 30,196 shares
    Change vs previous 13F +5,661 shares

    0.01% of the 13F portfolio, value $3,185,000.

    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 24,535 shares
    Change vs previous 13F +2,027 shares

    0.01% of the 13F portfolio, value $2,605,000.

    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 22,508 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,353,000.

    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).