Skip to content
Disclosery

CWM, LLC: U position timeline

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

CWM, LLC held 12,655 U 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 12,655 shares
    Change vs previous 13F -2,973 shares

    <0.01% of the 13F portfolio, value $277,651.

    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 15,628 shares
    Change vs previous 13F +1,965 shares

    <0.01% of the 13F portfolio, value $690,000.

    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 13,663 shares
    Change vs previous 13F +1,178 shares

    <0.01% of the 13F portfolio, value $547,000.

    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 12,485 shares
    Change vs previous 13F -35,329 shares

    <0.01% of the 13F portfolio, value $302,000.

    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 47,814 shares
    Change vs previous 13F +36,409 shares

    <0.01% of the 13F portfolio, value $937,000.

    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 11,405 shares
    Change vs previous 13F +162 shares

    <0.01% of the 13F portfolio, value $256,000.

    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 11,243 shares
    Change vs previous 13F +1,845 shares

    <0.01% of the 13F portfolio, value $254,000.

    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 9,398 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $153,000.

    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).