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CWM, LLC: TRU position timeline

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

CWM, LLC held 27,751 TRU 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 27,751 shares
    Change vs previous 13F +21,302 shares

    0.01% of the 13F portfolio, value $1,920,098.

    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 6,449 shares
    Change vs previous 13F +2,897 shares

    <0.01% of the 13F portfolio, value $553,000.

    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 3,552 shares
    Change vs previous 13F +483 shares

    <0.01% of the 13F portfolio, value $298,000.

    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 3,069 shares
    Change vs previous 13F -2,789 shares

    <0.01% of the 13F portfolio, value $270,000.

    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 5,858 shares
    Change vs previous 13F -5,891 shares

    <0.01% of the 13F portfolio, value $486,000.

    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 11,749 shares
    Change vs previous 13F -2,134 shares

    <0.01% of the 13F portfolio, value $1,089,000.

    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 13,883 shares
    Change vs previous 13F +11,541 shares

    0.01% of the 13F portfolio, value $1,454,000.

    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 2,342 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $174,000.

    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).