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Disclosery

CWM, LLC: TIP position timeline

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

CWM, LLC held 152,444 TIP 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 152,444 shares
    Change vs previous 13F +1,178 shares

    0.04% of the 13F portfolio, value $16,823,692.

    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 151,266 shares
    Change vs previous 13F +34,426 shares

    0.05% of the 13F portfolio, value $16,626,000.

    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 116,840 shares
    Change vs previous 13F +63,481 shares

    0.04% of the 13F portfolio, value $12,995,000.

    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 53,359 shares
    Change vs previous 13F +1,776 shares

    0.02% of the 13F portfolio, value $5,872,000.

    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 51,583 shares
    Change vs previous 13F +23,065 shares

    0.02% of the 13F portfolio, value $5,730,000.

    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 28,518 shares
    Change vs previous 13F +6,723 shares

    0.01% of the 13F portfolio, value $3,039,000.

    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 21,795 shares
    Change vs previous 13F -502,637 shares

    0.01% of the 13F portfolio, value $2,408,000.

    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 524,432 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $55,999,000.

    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).