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Disclosery

CWM, LLC: SYLD position timeline

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

CWM, LLC held 125,688 SYLD 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 125,688 shares
    Change vs previous 13F -11,491 shares

    0.02% of the 13F portfolio, value $9,478,120.

    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 137,179 shares
    Change vs previous 13F -1,775 shares

    0.03% of the 13F portfolio, value $9,537,000.

    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 138,954 shares
    Change vs previous 13F -11,356 shares

    0.03% of the 13F portfolio, value $9,541,000.

    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 150,310 shares
    Change vs previous 13F -103,525 shares

    0.03% of the 13F portfolio, value $9,775,000.

    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 253,835 shares
    Change vs previous 13F +128,891 shares

    0.06% of the 13F portfolio, value $16,195,000.

    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 124,944 shares
    Change vs previous 13F +4,567 shares

    0.04% of the 13F portfolio, value $8,555,000.

    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 120,377 shares
    Change vs previous 13F +19,173 shares

    0.04% of the 13F portfolio, value $8,712,000.

    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 101,204 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,910,000.

    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).