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Disclosery

CWM, LLC: SUSA position timeline

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

CWM, LLC held 14,686 SUSA 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 14,686 shares
    Change vs previous 13F -2,636 shares

    0.01% of the 13F portfolio, value $1,940,057.

    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 17,322 shares
    Change vs previous 13F -1,711 shares

    0.01% of the 13F portfolio, value $2,414,000.

    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 19,033 shares
    Change vs previous 13F -794 shares

    0.01% of the 13F portfolio, value $2,582,000.

    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 19,827 shares
    Change vs previous 13F -1,840 shares

    0.01% of the 13F portfolio, value $2,513,000.

    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 21,667 shares
    Change vs previous 13F +169 shares

    0.01% of the 13F portfolio, value $2,489,000.

    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 21,498 shares
    Change vs previous 13F -987 shares

    0.01% of the 13F portfolio, value $2,614,000.

    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 22,485 shares
    Change vs previous 13F -115 shares

    0.01% of the 13F portfolio, value $2,706,000.

    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 22,600 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,540,000.

    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).