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CWM, LLC: UAPR position timeline

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

CWM, LLC held 146,100 UAPR 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 146,100 shares
    Change vs previous 13F +3,780 shares

    0.01% of the 13F portfolio, value $4,875,340.

    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 142,320 shares
    Change vs previous 13F +12,456 shares

    0.01% of the 13F portfolio, value $4,664,000.

    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 129,864 shares
    Change vs previous 13F +2,315 shares

    0.01% of the 13F portfolio, value $4,174,000.

    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 127,549 shares
    Change vs previous 13F +28,755 shares

    0.01% of the 13F portfolio, value $3,992,000.

    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 98,794 shares
    Change vs previous 13F +49,807 shares

    0.01% of the 13F portfolio, value $2,950,000.

    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 48,987 shares
    Change vs previous 13F +14,582 shares

    0.01% of the 13F portfolio, value $1,511,000.

    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 34,405 shares
    Change vs previous 13F +30,381 shares

    <0.01% of the 13F portfolio, value $1,039,000.

    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 4,024 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $117,000.

    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).