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Disclosery

CWM, LLC: XHB position timeline

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

CWM, LLC held 2,960 XHB 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 2,960 shares
    Change vs previous 13F -418 shares

    <0.01% of the 13F portfolio, value $292,216.

    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 3,378 shares
    Change vs previous 13F +233 shares

    <0.01% of the 13F portfolio, value $348,000.

    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 3,145 shares
    Change vs previous 13F -29,010 shares

    <0.01% of the 13F portfolio, value $348,000.

    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 32,155 shares
    Change vs previous 13F +6,476 shares

    0.01% of the 13F portfolio, value $3,170,000.

    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 25,679 shares
    Change vs previous 13F -4,411 shares

    0.01% of the 13F portfolio, value $2,488,000.

    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 30,090 shares
    Change vs previous 13F -842 shares

    0.01% of the 13F portfolio, value $3,144,000.

    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 30,932 shares
    Change vs previous 13F -4,594 shares

    0.02% of the 13F portfolio, value $3,853,000.

    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 35,526 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,591,000.

    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).