Skip to content
Disclosery

CWM, LLC: XTEN position timeline

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

CWM, LLC held 13,013 XTEN 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 13,013 shares
    Change vs previous 13F -22,868 shares

    <0.01% of the 13F portfolio, value $596,776.

    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 35,881 shares
    Change vs previous 13F -8,953 shares

    <0.01% of the 13F portfolio, value $1,658,000.

    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 44,834 shares
    Change vs previous 13F +1,288 shares

    0.01% of the 13F portfolio, value $2,091,000.

    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 43,546 shares
    Change vs previous 13F +5,580 shares

    0.01% of the 13F portfolio, value $2,010,000.

    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 37,966 shares
    Change vs previous 13F +37,560 shares

    0.01% of the 13F portfolio, value $1,768,000.

    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 406 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $18,000.

    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 402 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $19,000.

    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 401 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,000.

    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).