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CWM, LLC: VO position timeline

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

CWM, LLC held 85,391 VO 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 85,391 shares
    Change vs previous 13F +574 shares

    0.06% of the 13F portfolio, value $24,522,563.

    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 84,817 shares
    Change vs previous 13F +3,781 shares

    0.07% of the 13F portfolio, value $24,616,000.

    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 81,036 shares
    Change vs previous 13F -7,929 shares

    0.07% of the 13F portfolio, value $23,804,000.

    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 88,965 shares
    Change vs previous 13F +1,836 shares

    0.09% of the 13F portfolio, value $24,895,000.

    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 87,129 shares
    Change vs previous 13F +60,250 shares

    0.09% of the 13F portfolio, value $22,533,000.

    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 26,879 shares
    Change vs previous 13F +12,751 shares

    0.03% of the 13F portfolio, value $7,100,000.

    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 14,128 shares
    Change vs previous 13F -1,356 shares

    0.02% of the 13F portfolio, value $3,727,000.

    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 15,484 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,749,000.

    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).