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Disclosery

CWM, LLC: XMHQ position timeline

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

CWM, LLC held 140,786 XMHQ 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 140,786 shares
    Change vs previous 13F +7,525 shares

    0.04% of the 13F portfolio, value $14,553,019.

    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 133,261 shares
    Change vs previous 13F +14,502 shares

    0.04% of the 13F portfolio, value $13,649,000.

    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 118,759 shares
    Change vs previous 13F +106,081 shares

    0.04% of the 13F portfolio, value $12,465,000.

    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 12,678 shares
    Change vs previous 13F +1,987 shares

    <0.01% of the 13F portfolio, value $1,245,000.

    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 10,691 shares
    Change vs previous 13F +2,246 shares

    <0.01% of the 13F portfolio, value $979,000.

    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 8,445 shares
    Change vs previous 13F +4,013 shares

    <0.01% of the 13F portfolio, value $832,000.

    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 4,432 shares
    Change vs previous 13F +3,720 shares

    <0.01% of the 13F portfolio, value $455,000.

    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 712 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $69,000.

    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).