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
- period ended2026-03-3113F 85,391 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 84,817 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 81,036 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 88,965 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 87,129 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,879 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,128 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 15,484 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).