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Disclosery

CWM, LLC: SYM position timeline

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

CWM, LLC held 9,229 SYM 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 9,229 shares
    Change vs previous 13F -615 shares

    <0.01% of the 13F portfolio, value $490,983.

    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 9,844 shares
    Change vs previous 13F -1,247 shares

    <0.01% of the 13F portfolio, value $586,000.

    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 11,091 shares
    Change vs previous 13F -272 shares

    <0.01% of the 13F portfolio, value $598,000.

    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 11,363 shares
    Change vs previous 13F +8,761 shares

    <0.01% of the 13F portfolio, value $441,000.

    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 2,602 shares
    Change vs previous 13F +2,090 shares

    <0.01% of the 13F portfolio, value $53,000.

    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 512 shares
    Change vs previous 13F -213 shares

    <0.01% of the 13F portfolio, value $12,000.

    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 725 shares
    Change vs previous 13F +434 shares

    <0.01% of the 13F portfolio, value $18,000.

    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 291 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,000.

    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).