Skip to content
Disclosery

CWM, LLC: VGT position timeline

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

CWM, LLC held 12,565 VGT 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 12,565 shares
    Change vs previous 13F +47 shares

    0.02% of the 13F portfolio, value $8,767,011.

    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 12,518 shares
    Change vs previous 13F +412 shares

    0.03% of the 13F portfolio, value $9,436,000.

    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 12,106 shares
    Change vs previous 13F -168 shares

    0.03% of the 13F portfolio, value $9,039,000.

    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 12,274 shares
    Change vs previous 13F +1,003 shares

    0.03% of the 13F portfolio, value $8,141,000.

    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 11,271 shares
    Change vs previous 13F +1,255 shares

    0.02% of the 13F portfolio, value $6,113,000.

    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 10,016 shares
    Change vs previous 13F +3,131 shares

    0.03% of the 13F portfolio, value $6,228,000.

    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 6,885 shares
    Change vs previous 13F +115 shares

    0.02% of the 13F portfolio, value $4,038,000.

    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 6,770 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,904,000.

    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).