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Disclosery

CWM, LLC: USMV position timeline

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

CWM, LLC held 733,419 USMV 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 733,419 shares
    Change vs previous 13F -62,311 shares

    0.18% of the 13F portfolio, value $68,017,235.

    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 795,730 shares
    Change vs previous 13F +11,205 shares

    0.2% of the 13F portfolio, value $74,926,000.

    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 784,525 shares
    Change vs previous 13F +23,302 shares

    0.22% of the 13F portfolio, value $74,640,000.

    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 761,223 shares
    Change vs previous 13F +29,460 shares

    0.25% of the 13F portfolio, value $71,456,000.

    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 731,763 shares
    Change vs previous 13F -1,541 shares

    0.27% of the 13F portfolio, value $68,537,000.

    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 733,304 shares
    Change vs previous 13F +4,564 shares

    0.27% of the 13F portfolio, value $65,110,000.

    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 728,740 shares
    Change vs previous 13F +70,601 shares

    0.29% of the 13F portfolio, value $66,541,000.

    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 658,139 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $55,257,000.

    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).