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Disclosery

CWM, LLC: VTIP position timeline

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

CWM, LLC held 67,920 VTIP 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 67,920 shares
    Change vs previous 13F -3,058 shares

    0.01% of the 13F portfolio, value $3,392,599.

    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 70,978 shares
    Change vs previous 13F +50,092 shares

    0.01% of the 13F portfolio, value $3,511,000.

    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 20,886 shares
    Change vs previous 13F +7,110 shares

    <0.01% of the 13F portfolio, value $1,057,000.

    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 13,776 shares
    Change vs previous 13F -3,847 shares

    <0.01% of the 13F portfolio, value $693,000.

    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 17,623 shares
    Change vs previous 13F -2,743 shares

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

    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 20,366 shares
    Change vs previous 13F -29,542 shares

    <0.01% of the 13F portfolio, value $986,000.

    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 49,908 shares
    Change vs previous 13F -33,487 shares

    0.01% of the 13F portfolio, value $2,461,000.

    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 83,395 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,048,000.

    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).