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CWM, LLC: WDC position timeline

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

CWM, LLC held 120,888 WDC 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 120,888 shares
    Change vs previous 13F +18,361 shares

    0.09% of the 13F portfolio, value $32,699,054.

    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 102,527 shares
    Change vs previous 13F +20,218 shares

    0.05% of the 13F portfolio, value $17,662,000.

    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 82,309 shares
    Change vs previous 13F +27,386 shares

    0.03% of the 13F portfolio, value $9,882,000.

    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 54,923 shares
    Change vs previous 13F +39,171 shares

    0.01% of the 13F portfolio, value $3,515,000.

    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 15,752 shares
    Change vs previous 13F -1,080 shares

    <0.01% of the 13F portfolio, value $637,000.

    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 16,832 shares
    Change vs previous 13F +1,368 shares

    <0.01% of the 13F portfolio, value $1,004,000.

    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 15,464 shares
    Change vs previous 13F +5,974 shares

    <0.01% of the 13F portfolio, value $1,056,000.

    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 9,490 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $719,000.

    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).