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Disclosery

CWM, LLC: XSOE position timeline

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

CWM, LLC held 256,848 XSOE 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 256,848 shares
    Change vs previous 13F -3,808 shares

    0.03% of the 13F portfolio, value $10,299,609.

    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 260,656 shares
    Change vs previous 13F -15,392 shares

    0.03% of the 13F portfolio, value $10,171,000.

    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 276,048 shares
    Change vs previous 13F -16,698 shares

    0.03% of the 13F portfolio, value $10,473,000.

    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 292,746 shares
    Change vs previous 13F -10,527 shares

    0.04% of the 13F portfolio, value $10,094,000.

    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 303,273 shares
    Change vs previous 13F +245 shares

    0.04% of the 13F portfolio, value $9,362,000.

    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 303,028 shares
    Change vs previous 13F +301,246 shares

    0.04% of the 13F portfolio, value $9,236,000.

    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 1,782 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $59,000.

    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 1,780 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $55,000.

    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).