Skip to content
Disclosery

CWM, LLC: VRT position timeline

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

CWM, LLC held 95,625 VRT 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 95,625 shares
    Change vs previous 13F +23,658 shares

    0.06% of the 13F portfolio, value $23,961,740.

    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 71,967 shares
    Change vs previous 13F +4,786 shares

    0.03% of the 13F portfolio, value $11,659,000.

    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 67,181 shares
    Change vs previous 13F +20,810 shares

    0.03% of the 13F portfolio, value $10,135,000.

    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 46,371 shares
    Change vs previous 13F +16,161 shares

    0.02% of the 13F portfolio, value $5,955,000.

    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 30,210 shares
    Change vs previous 13F +4,682 shares

    0.01% of the 13F portfolio, value $2,181,000.

    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 25,528 shares
    Change vs previous 13F +6,637 shares

    0.01% of the 13F portfolio, value $2,900,000.

    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 18,891 shares
    Change vs previous 13F +4,081 shares

    0.01% of the 13F portfolio, value $1,879,000.

    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 14,810 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,282,000.

    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).