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Disclosery

CWM, LLC: TAXX position timeline

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

CWM, LLC held 372,745 TAXX 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 372,745 shares
    Change vs previous 13F +20,378 shares

    0.05% of the 13F portfolio, value $18,844,108.

    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 352,367 shares
    Change vs previous 13F +13,752 shares

    0.05% of the 13F portfolio, value $17,872,000.

    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 338,615 shares
    Change vs previous 13F +67,402 shares

    0.05% of the 13F portfolio, value $17,263,000.

    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 271,213 shares
    Change vs previous 13F +56,925 shares

    0.05% of the 13F portfolio, value $13,845,000.

    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 214,288 shares
    Change vs previous 13F +4,096 shares

    0.04% of the 13F portfolio, value $10,837,000.

    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 210,192 shares
    Change vs previous 13F +13,630 shares

    0.04% of the 13F portfolio, value $10,587,000.

    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 196,562 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,983,000.

    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).