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Disclosery

CWM, LLC: TLT position timeline

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

CWM, LLC held 130,849 TLT 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 130,849 shares
    Change vs previous 13F -70,465 shares

    0.03% of the 13F portfolio, value $11,343,316.

    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 201,314 shares
    Change vs previous 13F +42,164 shares

    0.05% of the 13F portfolio, value $17,546,000.

    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 159,150 shares
    Change vs previous 13F +10,344 shares

    0.04% of the 13F portfolio, value $14,223,000.

    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 148,806 shares
    Change vs previous 13F -24,022 shares

    0.05% of the 13F portfolio, value $13,132,000.

    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 172,828 shares
    Change vs previous 13F -683,537 shares

    0.06% of the 13F portfolio, value $15,732,000.

    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 856,365 shares
    Change vs previous 13F -21,582 shares

    0.31% of the 13F portfolio, value $74,786,000.

    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 877,947 shares
    Change vs previous 13F -281,503 shares

    0.37% of the 13F portfolio, value $86,127,000.

    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 1,159,450 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $106,414,000.

    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).