Skip to content
Disclosery

CWM, LLC: WEC position timeline

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

CWM, LLC held 23,624 WEC 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 23,624 shares
    Change vs previous 13F -3,828 shares

    0.01% of the 13F portfolio, value $2,734,969.

    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 27,452 shares
    Change vs previous 13F -358 shares

    0.01% of the 13F portfolio, value $2,895,000.

    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 27,810 shares
    Change vs previous 13F +5,114 shares

    0.01% of the 13F portfolio, value $3,187,000.

    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 22,696 shares
    Change vs previous 13F +3,142 shares

    0.01% of the 13F portfolio, value $2,365,000.

    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 19,554 shares
    Change vs previous 13F +122 shares

    0.01% of the 13F portfolio, value $2,131,000.

    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 19,432 shares
    Change vs previous 13F +1,879 shares

    0.01% of the 13F portfolio, value $1,827,000.

    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 17,553 shares
    Change vs previous 13F +693 shares

    0.01% of the 13F portfolio, value $1,688,000.

    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 16,860 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,323,000.

    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).