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
- period ended2026-03-3113F 27,751 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,449 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,552 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,069 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,858 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,749 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,883 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 2,342 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).