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Disclosery

CWM, LLC: VUSB position timeline

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

CWM, LLC held 12,320 VUSB 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 12,320 shares
    Change vs previous 13F -7,640 shares

    <0.01% of the 13F portfolio, value $613,336.

    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 19,960 shares
    Change vs previous 13F -11,343 shares

    <0.01% of the 13F portfolio, value $995,000.

    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 31,303 shares
    Change vs previous 13F -61,242 shares

    <0.01% of the 13F portfolio, value $1,565,000.

    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 92,545 shares
    Change vs previous 13F -7,983 shares

    0.02% of the 13F portfolio, value $4,615,000.

    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 100,528 shares
    Change vs previous 13F -3,499 shares

    0.02% of the 13F portfolio, value $5,012,000.

    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 104,027 shares
    Change vs previous 13F -2,571 shares

    0.02% of the 13F portfolio, value $5,162,000.

    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 106,598 shares
    Change vs previous 13F +2,574 shares

    0.02% of the 13F portfolio, value $5,324,000.

    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 104,024 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,151,000.

    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).