Skip to content
Disclosery

CWM, LLC: VBR position timeline

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

CWM, LLC held 184,349 VBR 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 184,349 shares
    Change vs previous 13F +10,401 shares

    0.11% of the 13F portfolio, value $40,049,780.

    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 173,948 shares
    Change vs previous 13F +120,819 shares

    0.1% of the 13F portfolio, value $36,840,000.

    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 53,129 shares
    Change vs previous 13F -8,096 shares

    0.03% of the 13F portfolio, value $11,088,000.

    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 61,225 shares
    Change vs previous 13F -4,893 shares

    0.04% of the 13F portfolio, value $11,940,000.

    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 66,118 shares
    Change vs previous 13F +14,086 shares

    0.05% of the 13F portfolio, value $12,317,000.

    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 52,032 shares
    Change vs previous 13F +2,294 shares

    0.04% of the 13F portfolio, value $10,312,000.

    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 49,738 shares
    Change vs previous 13F +2,408 shares

    0.04% of the 13F portfolio, value $9,986,000.

    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 47,330 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,639,000.

    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).