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Disclosery

CWM, LLC: VLUE position timeline

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

CWM, LLC held 289,852 VLUE 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 289,852 shares
    Change vs previous 13F +57,598 shares

    0.11% of the 13F portfolio, value $41,214,050.

    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 232,254 shares
    Change vs previous 13F -5,698 shares

    0.09% of the 13F portfolio, value $31,756,000.

    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 237,952 shares
    Change vs previous 13F +44,653 shares

    0.09% of the 13F portfolio, value $29,756,000.

    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 193,299 shares
    Change vs previous 13F -647 shares

    0.08% of the 13F portfolio, value $21,883,000.

    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 193,946 shares
    Change vs previous 13F +25,681 shares

    0.08% of the 13F portfolio, value $20,684,000.

    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 168,265 shares
    Change vs previous 13F -9,866 shares

    0.07% of the 13F portfolio, value $17,771,000.

    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 178,131 shares
    Change vs previous 13F -7,920 shares

    0.08% of the 13F portfolio, value $19,423,000.

    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 186,051 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $19,249,000.

    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).