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Disclosery

CWM, LLC: WCMI position timeline

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

CWM, LLC held 1,540,500 WCMI 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 1,540,500 shares
    Change vs previous 13F +186,354 shares

    0.07% of the 13F portfolio, value $25,834,181.

    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 1,354,146 shares
    Change vs previous 13F +23,394 shares

    0.06% of the 13F portfolio, value $23,034,000.

    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 1,330,752 shares
    Change vs previous 13F +158,841 shares

    0.07% of the 13F portfolio, value $22,450,000.

    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 1,171,911 shares
    Change vs previous 13F +68,086 shares

    0.07% of the 13F portfolio, value $18,645,000.

    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 1,103,825 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $15,608,000.

    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).