Skip to content
Disclosery

CWM, LLC: WM position timeline

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

CWM, LLC held 115,899 WM 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 115,899 shares
    Change vs previous 13F -7,224 shares

    0.07% of the 13F portfolio, value $26,632,423.

    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 123,123 shares
    Change vs previous 13F +550 shares

    0.07% of the 13F portfolio, value $27,051,000.

    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 122,573 shares
    Change vs previous 13F +12,260 shares

    0.08% of the 13F portfolio, value $27,068,000.

    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 110,313 shares
    Change vs previous 13F +5,205 shares

    0.09% of the 13F portfolio, value $25,242,000.

    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 105,108 shares
    Change vs previous 13F -1,464 shares

    0.1% of the 13F portfolio, value $24,333,000.

    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 106,572 shares
    Change vs previous 13F -532 shares

    0.09% of the 13F portfolio, value $21,505,000.

    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 107,104 shares
    Change vs previous 13F -4,260 shares

    0.1% of the 13F portfolio, value $22,235,000.

    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 111,364 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $23,758,000.

    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).