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Disclosery

CWM, LLC: UBND position timeline

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

CWM, LLC held 23,779 UBND 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 23,779 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $517,907.

    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 23,779 shares
    Change vs previous 13F -2,956 shares

    <0.01% of the 13F portfolio, value $523,000.

    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 26,735 shares
    Change vs previous 13F -6,367 shares

    <0.01% of the 13F portfolio, value $590,000.

    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 33,102 shares
    Change vs previous 13F -9,513 shares

    <0.01% of the 13F portfolio, value $723,000.

    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 42,615 shares
    Change vs previous 13F -1,019 shares

    <0.01% of the 13F portfolio, value $929,000.

    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 43,634 shares
    Change vs previous 13F -692 shares

    <0.01% of the 13F portfolio, value $932,000.

    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 44,326 shares
    Change vs previous 13F -900 shares

    <0.01% of the 13F portfolio, value $986,000.

    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 45,226 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $968,000.

    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).