Skip to content
Disclosery

CWM, LLC: TRV position timeline

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

CWM, LLC held 134,046 TRV 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 134,046 shares
    Change vs previous 13F +2,194 shares

    0.1% of the 13F portfolio, value $39,098,468.

    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 131,852 shares
    Change vs previous 13F -3,291 shares

    0.1% of the 13F portfolio, value $38,245,000.

    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 135,143 shares
    Change vs previous 13F +13,758 shares

    0.11% of the 13F portfolio, value $37,735,000.

    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 121,385 shares
    Change vs previous 13F -299 shares

    0.11% of the 13F portfolio, value $32,475,000.

    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 121,684 shares
    Change vs previous 13F +1,108 shares

    0.13% of the 13F portfolio, value $32,181,000.

    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 120,576 shares
    Change vs previous 13F -5,483 shares

    0.12% of the 13F portfolio, value $29,045,000.

    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 126,059 shares
    Change vs previous 13F -3,023 shares

    0.13% of the 13F portfolio, value $29,513,000.

    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 129,082 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $26,248,000.

    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).