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Disclosery

CWM, LLC: VTEB position timeline

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

CWM, LLC held 448,066 VTEB 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 448,066 shares
    Change vs previous 13F +1,283 shares

    0.06% of the 13F portfolio, value $22,353,997.

    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 446,783 shares
    Change vs previous 13F +7,483 shares

    0.06% of the 13F portfolio, value $22,469,000.

    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 439,300 shares
    Change vs previous 13F -313 shares

    0.07% of the 13F portfolio, value $21,996,000.

    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 439,613 shares
    Change vs previous 13F -8,416 shares

    0.08% of the 13F portfolio, value $21,554,000.

    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 448,029 shares
    Change vs previous 13F -111,466 shares

    0.09% of the 13F portfolio, value $22,231,000.

    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 559,495 shares
    Change vs previous 13F -38,883 shares

    0.12% of the 13F portfolio, value $28,047,000.

    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 598,378 shares
    Change vs previous 13F -97,111 shares

    0.13% of the 13F portfolio, value $30,589,000.

    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 695,489 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $34,851,000.

    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).