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Disclosery

CWM, LLC: VOO position timeline

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

CWM, LLC held 214,486 VOO 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 214,486 shares
    Change vs previous 13F -6,279 shares

    0.34% of the 13F portfolio, value $128,166,230.

    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 220,765 shares
    Change vs previous 13F -8,191 shares

    0.38% of the 13F portfolio, value $138,449,000.

    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 228,956 shares
    Change vs previous 13F +1,893 shares

    0.42% of the 13F portfolio, value $140,208,000.

    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 227,063 shares
    Change vs previous 13F -5,084 shares

    0.45% of the 13F portfolio, value $128,978,000.

    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 232,147 shares
    Change vs previous 13F -2,671 shares

    0.48% of the 13F portfolio, value $119,303,000.

    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 234,818 shares
    Change vs previous 13F +159,628 shares

    0.53% of the 13F portfolio, value $126,522,000.

    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 75,190 shares
    Change vs previous 13F -1,445 shares

    0.17% of the 13F portfolio, value $39,676,000.

    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 76,635 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $38,327,000.

    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).