Skip to content
Disclosery

CWM, LLC: UTF position timeline

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

CWM, LLC held 35,794 UTF 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 35,794 shares
    Change vs previous 13F -1,341 shares

    <0.01% of the 13F portfolio, value $926,338.

    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 37,135 shares
    Change vs previous 13F +1,147 shares

    <0.01% of the 13F portfolio, value $895,000.

    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 35,988 shares
    Change vs previous 13F +2,124 shares

    <0.01% of the 13F portfolio, value $893,000.

    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 33,864 shares
    Change vs previous 13F +2,166 shares

    <0.01% of the 13F portfolio, value $913,000.

    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 31,698 shares
    Change vs previous 13F +6,944 shares

    <0.01% of the 13F portfolio, value $810,000.

    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 24,754 shares
    Change vs previous 13F +21,292 shares

    <0.01% of the 13F portfolio, value $595,000.

    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 3,462 shares
    Change vs previous 13F +190 shares

    <0.01% of the 13F portfolio, value $90,000.

    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 3,272 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $74,000.

    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).