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Disclosery

CWM, LLC: XERS position timeline

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

CWM, LLC held 64,180 XERS 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 64,180 shares
    Change vs previous 13F +8,824 shares

    <0.01% of the 13F portfolio, value $372,244.

    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 55,356 shares
    Change vs previous 13F -83 shares

    <0.01% of the 13F portfolio, value $435,000.

    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 55,439 shares
    Change vs previous 13F +328 shares

    <0.01% of the 13F portfolio, value $451,000.

    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 55,111 shares
    Change vs previous 13F -11,861 shares

    <0.01% of the 13F portfolio, value $257,000.

    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 66,972 shares
    Change vs previous 13F +29,614 shares

    <0.01% of the 13F portfolio, value $368,000.

    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 37,358 shares
    Change vs previous 13F +3,191 shares

    <0.01% of the 13F portfolio, value $127,000.

    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 34,167 shares
    Change vs previous 13F +16,530 shares

    <0.01% of the 13F portfolio, value $97,000.

    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 17,637 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $40,000.

    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).