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Disclosery

CWM, LLC: XT position timeline

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

CWM, LLC held 182,419 XT 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 182,419 shares
    Change vs previous 13F -1,671 shares

    0.03% of the 13F portfolio, value $12,431,723.

    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 184,090 shares
    Change vs previous 13F -2,919 shares

    0.03% of the 13F portfolio, value $12,838,000.

    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 187,009 shares
    Change vs previous 13F -2,505 shares

    0.04% of the 13F portfolio, value $13,454,000.

    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 189,514 shares
    Change vs previous 13F -12,745 shares

    0.04% of the 13F portfolio, value $12,366,000.

    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 202,259 shares
    Change vs previous 13F -5,272 shares

    0.05% of the 13F portfolio, value $11,642,000.

    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 207,531 shares
    Change vs previous 13F +182,716 shares

    0.05% of the 13F portfolio, value $12,381,000.

    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 24,815 shares
    Change vs previous 13F +316 shares

    0.01% of the 13F portfolio, value $1,511,000.

    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 24,499 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,441,000.

    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).