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Disclosery

CWM, LLC: XLC position timeline

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

CWM, LLC held 639,439 XLC 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 639,439 shares
    Change vs previous 13F +103,184 shares

    0.19% of the 13F portfolio, value $70,888,219.

    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 536,255 shares
    Change vs previous 13F +87,800 shares

    0.17% of the 13F portfolio, value $63,128,000.

    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 448,455 shares
    Change vs previous 13F +31,968 shares

    0.16% of the 13F portfolio, value $53,084,000.

    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 416,487 shares
    Change vs previous 13F +90,815 shares

    0.16% of the 13F portfolio, value $45,201,000.

    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 325,672 shares
    Change vs previous 13F +19,137 shares

    0.13% of the 13F portfolio, value $31,411,000.

    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 306,535 shares
    Change vs previous 13F +19,182 shares

    0.12% of the 13F portfolio, value $29,676,000.

    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 287,353 shares
    Change vs previous 13F +16,437 shares

    0.11% of the 13F portfolio, value $25,977,000.

    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 270,916 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $23,207,000.

    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).