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Disclosery

CWM, LLC: TOTL position timeline

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

CWM, LLC held 5,455,083 TOTL 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 5,455,083 shares
    Change vs previous 13F +714,905 shares

    0.57% of the 13F portfolio, value $216,730,446.

    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 4,740,178 shares
    Change vs previous 13F +456,974 shares

    0.52% of the 13F portfolio, value $190,792,000.

    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 4,283,204 shares
    Change vs previous 13F +910,664 shares

    0.52% of the 13F portfolio, value $173,770,000.

    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 3,372,540 shares
    Change vs previous 13F +434,323 shares

    0.48% of the 13F portfolio, value $135,273,000.

    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 2,938,217 shares
    Change vs previous 13F +925,629 shares

    0.47% of the 13F portfolio, value $118,381,000.

    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 2,012,588 shares
    Change vs previous 13F +200,276 shares

    0.33% of the 13F portfolio, value $79,276,000.

    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 1,812,312 shares
    Change vs previous 13F +548,147 shares

    0.32% of the 13F portfolio, value $75,030,000.

    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 1,264,165 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $50,213,000.

    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).