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Disclosery

CWM, LLC: UAL position timeline

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

CWM, LLC held 112,706 UAL 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 112,706 shares
    Change vs previous 13F +28,420 shares

    0.03% of the 13F portfolio, value $10,376,822.

    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 84,286 shares
    Change vs previous 13F +31,921 shares

    0.03% of the 13F portfolio, value $9,425,000.

    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 52,365 shares
    Change vs previous 13F +8,371 shares

    0.02% of the 13F portfolio, value $5,053,000.

    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 43,994 shares
    Change vs previous 13F +22,210 shares

    0.01% of the 13F portfolio, value $3,503,000.

    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 21,784 shares
    Change vs previous 13F +1,294 shares

    0.01% of the 13F portfolio, value $1,504,000.

    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 20,490 shares
    Change vs previous 13F +6,883 shares

    0.01% of the 13F portfolio, value $1,990,000.

    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 13,607 shares
    Change vs previous 13F +6,027 shares

    <0.01% of the 13F portfolio, value $776,000.

    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 7,580 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $369,000.

    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).