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Disclosery

CWM, LLC: XLV position timeline

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

CWM, LLC held 154,808 XLV 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 154,808 shares
    Change vs previous 13F +32,399 shares

    0.06% of the 13F portfolio, value $22,696,362.

    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 122,409 shares
    Change vs previous 13F +30,306 shares

    0.05% of the 13F portfolio, value $18,949,000.

    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 92,103 shares
    Change vs previous 13F +6,763 shares

    0.04% of the 13F portfolio, value $12,818,000.

    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 85,340 shares
    Change vs previous 13F -353 shares

    0.04% of the 13F portfolio, value $11,503,000.

    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 85,693 shares
    Change vs previous 13F -12,669 shares

    0.05% of the 13F portfolio, value $12,512,000.

    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 98,362 shares
    Change vs previous 13F -104,466 shares

    0.06% of the 13F portfolio, value $13,532,000.

    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 202,828 shares
    Change vs previous 13F -89,735 shares

    0.13% of the 13F portfolio, value $31,240,000.

    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 292,563 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $42,641,000.

    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).