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Disclosery

CWM, LLC: VNQ position timeline

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

CWM, LLC held 155,424 VNQ 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 155,424 shares
    Change vs previous 13F +9,998 shares

    0.04% of the 13F portfolio, value $13,786,122.

    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 145,426 shares
    Change vs previous 13F +61,633 shares

    0.03% of the 13F portfolio, value $12,869,000.

    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 83,793 shares
    Change vs previous 13F +9,115 shares

    0.02% of the 13F portfolio, value $7,660,000.

    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 74,678 shares
    Change vs previous 13F +7,577 shares

    0.02% of the 13F portfolio, value $6,651,000.

    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 67,101 shares
    Change vs previous 13F +45,528 shares

    0.02% of the 13F portfolio, value $6,075,000.

    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 21,573 shares
    Change vs previous 13F -168 shares

    0.01% of the 13F portfolio, value $1,922,000.

    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 21,741 shares
    Change vs previous 13F -3,956 shares

    0.01% of the 13F portfolio, value $2,118,000.

    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 25,697 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,152,000.

    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).