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Disclosery

CWM, LLC: VTV position timeline

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

CWM, LLC held 854,071 VTV 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 854,071 shares
    Change vs previous 13F -5,774 shares

    0.44% of the 13F portfolio, value $167,568,812.

    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 859,845 shares
    Change vs previous 13F +303,741 shares

    0.45% of the 13F portfolio, value $164,222,000.

    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 556,104 shares
    Change vs previous 13F -19,045 shares

    0.31% of the 13F portfolio, value $103,708,000.

    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 575,149 shares
    Change vs previous 13F +3,252 shares

    0.36% of the 13F portfolio, value $101,652,000.

    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 571,897 shares
    Change vs previous 13F +188,661 shares

    0.39% of the 13F portfolio, value $98,790,000.

    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 383,236 shares
    Change vs previous 13F +30,758 shares

    0.27% of the 13F portfolio, value $64,882,000.

    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 352,478 shares
    Change vs previous 13F -12,009 shares

    0.26% of the 13F portfolio, value $61,532,000.

    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 364,487 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $58,467,000.

    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).