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Disclosery

CWM, LLC: VOT position timeline

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

CWM, LLC held 120,960 VOT 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 120,960 shares
    Change vs previous 13F -10,938 shares

    0.08% of the 13F portfolio, value $31,129,045.

    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 131,898 shares
    Change vs previous 13F +59,536 shares

    0.1% of the 13F portfolio, value $36,818,000.

    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 72,362 shares
    Change vs previous 13F +1,920 shares

    0.06% of the 13F portfolio, value $21,259,000.

    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 70,442 shares
    Change vs previous 13F +30,578 shares

    0.07% of the 13F portfolio, value $20,033,000.

    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 39,864 shares
    Change vs previous 13F +6,355 shares

    0.04% of the 13F portfolio, value $9,752,000.

    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 33,509 shares
    Change vs previous 13F +14,269 shares

    0.04% of the 13F portfolio, value $8,503,000.

    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 19,240 shares
    Change vs previous 13F -513 shares

    0.02% of the 13F portfolio, value $4,684,000.

    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 19,753 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,534,000.

    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).