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Disclosery

CWM, LLC: WHG position timeline

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

CWM, LLC held 51 WHG 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 51 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $840.

    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 15 shares
    Change vs previous 13F +2 shares

    0% of the 13F portfolio, value $0.

    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 13 shares
    Change vs previous 13F not available

    0% of the 13F portfolio, value $0.

    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).