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CWM, LLC: TREX position timeline

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

CWM, LLC held 140,770 TREX 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 140,770 shares
    Change vs previous 13F +54,775 shares

    0.01% of the 13F portfolio, value $5,126,843.

    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 85,995 shares
    Change vs previous 13F +55,495 shares

    0.01% of the 13F portfolio, value $3,017,000.

    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 30,500 shares
    Change vs previous 13F +29,359 shares

    <0.01% of the 13F portfolio, value $1,576,000.

    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 1,141 shares
    Change vs previous 13F +164 shares

    <0.01% of the 13F portfolio, value $62,000.

    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 977 shares
    Change vs previous 13F -307 shares

    <0.01% of the 13F portfolio, value $57,000.

    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 1,284 shares
    Change vs previous 13F -1,535 shares

    <0.01% of the 13F portfolio, value $89,000.

    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 2,819 shares
    Change vs previous 13F -537 shares

    <0.01% of the 13F portfolio, value $188,000.

    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 3,356 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $249,000.

    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).