Skip to content
Disclosery

CWM, LLC: TFC position timeline

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

CWM, LLC held 123,198 TFC 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 123,198 shares
    Change vs previous 13F +1,007 shares

    0.01% of the 13F portfolio, value $5,663,430.

    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 122,191 shares
    Change vs previous 13F -32,468 shares

    0.02% of the 13F portfolio, value $6,013,000.

    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 154,659 shares
    Change vs previous 13F +78,382 shares

    0.02% of the 13F portfolio, value $7,071,000.

    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 76,277 shares
    Change vs previous 13F +19,560 shares

    0.01% of the 13F portfolio, value $3,279,000.

    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 56,717 shares
    Change vs previous 13F +5,933 shares

    0.01% of the 13F portfolio, value $2,334,000.

    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 50,784 shares
    Change vs previous 13F +3,250 shares

    0.01% of the 13F portfolio, value $2,203,000.

    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 47,534 shares
    Change vs previous 13F +9,769 shares

    0.01% of the 13F portfolio, value $2,033,000.

    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 37,765 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,467,000.

    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).