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Disclosery

CWM, LLC: WFC position timeline

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

CWM, LLC held 474,640 WFC 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 474,640 shares
    Change vs previous 13F +37,872 shares

    0.1% of the 13F portfolio, value $37,786,067.

    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 436,768 shares
    Change vs previous 13F +31,810 shares

    0.11% of the 13F portfolio, value $40,707,000.

    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 404,958 shares
    Change vs previous 13F +67,075 shares

    0.1% of the 13F portfolio, value $33,944,000.

    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 337,883 shares
    Change vs previous 13F +6,692 shares

    0.1% of the 13F portfolio, value $27,069,000.

    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 331,191 shares
    Change vs previous 13F +77,526 shares

    0.09% of the 13F portfolio, value $23,775,000.

    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 253,665 shares
    Change vs previous 13F +8,413 shares

    0.07% of the 13F portfolio, value $17,816,000.

    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 245,252 shares
    Change vs previous 13F -14,717 shares

    0.06% of the 13F portfolio, value $13,853,000.

    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 259,969 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $15,440,000.

    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).