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Disclosery

CWM, LLC: XLF position timeline

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

CWM, LLC held 508,753 XLF 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 508,753 shares
    Change vs previous 13F +136,443 shares

    0.07% of the 13F portfolio, value $25,117,121.

    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 372,310 shares
    Change vs previous 13F -448,406 shares

    0.06% of the 13F portfolio, value $20,391,000.

    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 820,716 shares
    Change vs previous 13F +98,647 shares

    0.13% of the 13F portfolio, value $44,212,000.

    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 722,069 shares
    Change vs previous 13F -89,442 shares

    0.13% of the 13F portfolio, value $37,815,000.

    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 811,511 shares
    Change vs previous 13F +4,727 shares

    0.16% of the 13F portfolio, value $40,421,000.

    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 806,784 shares
    Change vs previous 13F +52,209 shares

    0.16% of the 13F portfolio, value $38,992,000.

    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 754,575 shares
    Change vs previous 13F -238,825 shares

    0.15% of the 13F portfolio, value $34,197,000.

    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 993,400 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $40,839,000.

    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).