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CWM, LLC: V position timeline

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

CWM, LLC held 269,729 V 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 269,729 shares
    Change vs previous 13F +14,358 shares

    0.21% of the 13F portfolio, value $81,522,987.

    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 255,371 shares
    Change vs previous 13F +19,332 shares

    0.24% of the 13F portfolio, value $89,561,000.

    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 236,039 shares
    Change vs previous 13F +18,192 shares

    0.24% of the 13F portfolio, value $80,579,000.

    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 217,847 shares
    Change vs previous 13F -19,984 shares

    0.27% of the 13F portfolio, value $77,347,000.

    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 237,831 shares
    Change vs previous 13F +2,934 shares

    0.33% of the 13F portfolio, value $83,350,000.

    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 234,897 shares
    Change vs previous 13F +11,733 shares

    0.31% of the 13F portfolio, value $74,237,000.

    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 223,164 shares
    Change vs previous 13F +24 shares

    0.26% of the 13F portfolio, value $61,359,000.

    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 223,140 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $58,568,000.

    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).