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Disclosery

CWM, LLC: XLU position timeline

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

CWM, LLC held 697,503 XLU 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 697,503 shares
    Change vs previous 13F -686,053 shares

    0.08% of the 13F portfolio, value $32,008,408.

    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 1,383,556 shares
    Change vs previous 13F +1,110,522 shares

    0.16% of the 13F portfolio, value $59,064,000.

    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 273,034 shares
    Change vs previous 13F +39,412 shares

    0.07% of the 13F portfolio, value $23,811,000.

    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 233,622 shares
    Change vs previous 13F -8,489 shares

    0.07% of the 13F portfolio, value $19,078,000.

    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 242,111 shares
    Change vs previous 13F +10,874 shares

    0.08% of the 13F portfolio, value $19,090,000.

    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 231,237 shares
    Change vs previous 13F +6,917 shares

    0.07% of the 13F portfolio, value $17,502,000.

    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 224,320 shares
    Change vs previous 13F +25,195 shares

    0.08% of the 13F portfolio, value $18,121,000.

    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 199,125 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $13,568,000.

    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).