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Disclosery

CWM, LLC: WU position timeline

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

CWM, LLC held 25,636 WU 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 25,636 shares
    Change vs previous 13F +10,345 shares

    <0.01% of the 13F portfolio, value $223,804.

    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 15,291 shares
    Change vs previous 13F +7,011 shares

    <0.01% of the 13F portfolio, value $142,000.

    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 8,280 shares
    Change vs previous 13F -14,182 shares

    <0.01% of the 13F portfolio, value $66,000.

    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 22,462 shares
    Change vs previous 13F -126,428 shares

    <0.01% of the 13F portfolio, value $189,000.

    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 148,890 shares
    Change vs previous 13F +96,894 shares

    0.01% of the 13F portfolio, value $1,575,000.

    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 51,996 shares
    Change vs previous 13F +25,848 shares

    <0.01% of the 13F portfolio, value $551,000.

    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 26,148 shares
    Change vs previous 13F +6,554 shares

    <0.01% of the 13F portfolio, value $312,000.

    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 19,594 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $239,000.

    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).