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Disclosery

CWM, LLC: USIG position timeline

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

CWM, LLC held 102,334 USIG 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 102,334 shares
    Change vs previous 13F -13,064 shares

    0.01% of the 13F portfolio, value $5,242,586.

    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 115,398 shares
    Change vs previous 13F +13,162 shares

    0.02% of the 13F portfolio, value $5,974,000.

    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 102,236 shares
    Change vs previous 13F +16,340 shares

    0.02% of the 13F portfolio, value $5,339,000.

    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 85,896 shares
    Change vs previous 13F +1,873 shares

    0.02% of the 13F portfolio, value $4,418,000.

    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 84,023 shares
    Change vs previous 13F -3,792 shares

    0.02% of the 13F portfolio, value $4,292,000.

    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 87,815 shares
    Change vs previous 13F -400,196 shares

    0.02% of the 13F portfolio, value $4,415,000.

    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 488,011 shares
    Change vs previous 13F -2,204 shares

    0.11% of the 13F portfolio, value $25,660,000.

    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 490,215 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $24,614,000.

    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).