CWM, LLC: TDY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on TDY, newest first. How the timeline and the estimate are built.
CWM, LLC held 713 TDY shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 713 sharesChange vs previous 13F +42 shares
<0.01% of the 13F portfolio, value $431,372.
13F-HR 0001580642-26-003177 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 671 sharesChange vs previous 13F -601 shares
<0.01% of the 13F portfolio, value $343,000.
13F-HR 0001580642-26-000404 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,272 sharesChange vs previous 13F +595 shares
<0.01% of the 13F portfolio, value $745,000.
13F-HR 0001580642-25-006592 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 677 sharesChange vs previous 13F +10 shares
<0.01% of the 13F portfolio, value $347,000.
13F-HR 0001580642-25-004473 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 667 sharesChange vs previous 13F +52 shares
<0.01% of the 13F portfolio, value $332,000.
13F-HR 0001580642-25-002731 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 615 sharesChange vs previous 13F -32 shares
<0.01% of the 13F portfolio, value $285,000.
13F-HR 0001580642-25-000735 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 647 sharesChange vs previous 13F -27 shares
<0.01% of the 13F portfolio, value $283,000.
13F-HR 0001580642-24-006078 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 674 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $261,000.
13F-HR 0001580642-24-003600 filed by CWM, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).