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Disclosery

CWM, LLC: USFR position timeline

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

CWM, LLC held 312,640 USFR 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 312,640 shares
    Change vs previous 13F -62,822 shares

    0.04% of the 13F portfolio, value $15,738,306.

    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 375,462 shares
    Change vs previous 13F -192,973 shares

    0.05% of the 13F portfolio, value $18,893,000.

    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 568,435 shares
    Change vs previous 13F -180,950 shares

    0.09% of the 13F portfolio, value $28,575,000.

    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 749,385 shares
    Change vs previous 13F +80,553 shares

    0.13% of the 13F portfolio, value $37,702,000.

    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 668,832 shares
    Change vs previous 13F +142,716 shares

    0.13% of the 13F portfolio, value $33,662,000.

    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 526,116 shares
    Change vs previous 13F +161,811 shares

    0.11% of the 13F portfolio, value $26,474,000.

    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 364,305 shares
    Change vs previous 13F +78,332 shares

    0.08% of the 13F portfolio, value $18,295,000.

    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 285,973 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $14,387,000.

    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).