Skip to content
Disclosery

CWM, LLC: TROW position timeline

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

CWM, LLC held 161,324 TROW 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 161,324 shares
    Change vs previous 13F -10,957 shares

    0.04% of the 13F portfolio, value $14,541,714.

    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 172,281 shares
    Change vs previous 13F +6,520 shares

    0.05% of the 13F portfolio, value $17,638,000.

    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 165,761 shares
    Change vs previous 13F +6,873 shares

    0.05% of the 13F portfolio, value $17,014,000.

    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 158,888 shares
    Change vs previous 13F +14,420 shares

    0.05% of the 13F portfolio, value $15,333,000.

    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 144,468 shares
    Change vs previous 13F -3,245 shares

    0.05% of the 13F portfolio, value $13,272,000.

    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 147,713 shares
    Change vs previous 13F -1,356 shares

    0.07% of the 13F portfolio, value $16,705,000.

    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 149,069 shares
    Change vs previous 13F -1,092 shares

    0.07% of the 13F portfolio, value $16,238,000.

    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 150,161 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $17,315,000.

    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).