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Disclosery

CWM, LLC: VCSH position timeline

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

CWM, LLC held 1,121,300 VCSH 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 1,121,300 shares
    Change vs previous 13F +114,267 shares

    0.23% of the 13F portfolio, value $88,885,465.

    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 1,007,033 shares
    Change vs previous 13F +624,795 shares

    0.22% of the 13F portfolio, value $80,291,000.

    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 382,238 shares
    Change vs previous 13F -183,172 shares

    0.09% of the 13F portfolio, value $30,552,000.

    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 565,410 shares
    Change vs previous 13F -3,075 shares

    0.16% of the 13F portfolio, value $44,950,000.

    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 568,485 shares
    Change vs previous 13F +242,031 shares

    0.18% of the 13F portfolio, value $44,876,000.

    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 326,454 shares
    Change vs previous 13F +3,062 shares

    0.11% of the 13F portfolio, value $25,467,000.

    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 323,392 shares
    Change vs previous 13F -115,256 shares

    0.11% of the 13F portfolio, value $25,684,000.

    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 438,648 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $33,897,000.

    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).