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Disclosery

CWM, LLC: VOE position timeline

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

CWM, LLC held 290,862 VOE 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 290,862 shares
    Change vs previous 13F +18,571 shares

    0.14% of the 13F portfolio, value $53,600,015.

    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 272,291 shares
    Change vs previous 13F +155,244 shares

    0.13% of the 13F portfolio, value $48,296,000.

    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 117,047 shares
    Change vs previous 13F -6,534 shares

    0.06% of the 13F portfolio, value $20,434,000.

    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 123,581 shares
    Change vs previous 13F +59,120 shares

    0.07% of the 13F portfolio, value $20,324,000.

    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 64,461 shares
    Change vs previous 13F +2,093 shares

    0.04% of the 13F portfolio, value $10,349,000.

    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 62,368 shares
    Change vs previous 13F +196 shares

    0.04% of the 13F portfolio, value $10,089,000.

    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 62,172 shares
    Change vs previous 13F +3,575 shares

    0.04% of the 13F portfolio, value $10,424,000.

    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 58,597 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,815,000.

    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).