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Disclosery

CWM, LLC: XLP position timeline

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

CWM, LLC held 122,906 XLP 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 122,906 shares
    Change vs previous 13F +32,889 shares

    0.03% of the 13F portfolio, value $10,075,824.

    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 90,017 shares
    Change vs previous 13F +29,594 shares

    0.02% of the 13F portfolio, value $6,993,000.

    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 60,423 shares
    Change vs previous 13F +23,392 shares

    0.01% of the 13F portfolio, value $4,735,000.

    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 37,031 shares
    Change vs previous 13F +3,692 shares

    0.01% of the 13F portfolio, value $2,998,000.

    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 33,339 shares
    Change vs previous 13F -5,356 shares

    0.01% of the 13F portfolio, value $2,723,000.

    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 38,695 shares
    Change vs previous 13F +1,291 shares

    0.01% of the 13F portfolio, value $3,042,000.

    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 37,404 shares
    Change vs previous 13F +682 shares

    0.01% of the 13F portfolio, value $3,105,000.

    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 36,722 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,812,000.

    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).