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Disclosery

CWM, LLC: TAXF position timeline

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

CWM, LLC held 1,552,913 TAXF 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 1,552,913 shares
    Change vs previous 13F +163,170 shares

    0.2% of the 13F portfolio, value $77,723,291.

    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 1,389,743 shares
    Change vs previous 13F +51,206 shares

    0.19% of the 13F portfolio, value $70,015,000.

    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 1,338,537 shares
    Change vs previous 13F +215,597 shares

    0.2% of the 13F portfolio, value $67,235,000.

    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 1,122,940 shares
    Change vs previous 13F +42,107 shares

    0.19% of the 13F portfolio, value $54,945,000.

    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 1,080,833 shares
    Change vs previous 13F +44,602 shares

    0.21% of the 13F portfolio, value $53,480,000.

    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 1,036,231 shares
    Change vs previous 13F +76,321 shares

    0.22% of the 13F portfolio, value $51,957,000.

    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 959,910 shares
    Change vs previous 13F +193,126 shares

    0.21% of the 13F portfolio, value $49,359,000.

    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 766,784 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $38,615,000.

    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).