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Disclosery

CWM, LLC: XLB position timeline

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

CWM, LLC held 486,684 XLB 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 486,684 shares
    Change vs previous 13F +87,716 shares

    0.06% of the 13F portfolio, value $24,319,622.

    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 398,968 shares
    Change vs previous 13F +219,772 shares

    0.05% of the 13F portfolio, value $18,093,000.

    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 179,196 shares
    Change vs previous 13F +19,109 shares

    0.05% of the 13F portfolio, value $16,060,000.

    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 160,087 shares
    Change vs previous 13F -7,277 shares

    0.05% of the 13F portfolio, value $14,057,000.

    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 167,364 shares
    Change vs previous 13F +13,598 shares

    0.06% of the 13F portfolio, value $14,390,000.

    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 153,766 shares
    Change vs previous 13F +10,846 shares

    0.05% of the 13F portfolio, value $12,938,000.

    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 142,920 shares
    Change vs previous 13F +16,031 shares

    0.06% of the 13F portfolio, value $13,775,000.

    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 126,889 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,206,000.

    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).