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Disclosery

CWM, LLC: TER position timeline

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

CWM, LLC held 64,232 TER 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 64,232 shares
    Change vs previous 13F +27,982 shares

    0.05% of the 13F portfolio, value $19,042,307.

    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 36,250 shares
    Change vs previous 13F +19,624 shares

    0.02% of the 13F portfolio, value $7,017,000.

    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 16,626 shares
    Change vs previous 13F -1,575 shares

    0.01% of the 13F portfolio, value $2,288,000.

    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 18,201 shares
    Change vs previous 13F -19,250 shares

    0.01% of the 13F portfolio, value $1,637,000.

    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 37,451 shares
    Change vs previous 13F +33,940 shares

    0.01% of the 13F portfolio, value $3,093,000.

    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 3,511 shares
    Change vs previous 13F -1,337 shares

    <0.01% of the 13F portfolio, value $442,000.

    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 4,848 shares
    Change vs previous 13F +1,227 shares

    <0.01% of the 13F portfolio, value $649,000.

    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 3,621 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $537,000.

    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).