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Disclosery

CWM, LLC: XTRE position timeline

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

CWM, LLC held 400,947 XTRE 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 400,947 shares
    Change vs previous 13F +32,048 shares

    0.05% of the 13F portfolio, value $19,850,884.

    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 368,899 shares
    Change vs previous 13F -8,474 shares

    0.05% of the 13F portfolio, value $18,357,000.

    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 377,373 shares
    Change vs previous 13F -2,233 shares

    0.06% of the 13F portfolio, value $18,808,000.

    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 379,606 shares
    Change vs previous 13F -6,471 shares

    0.07% of the 13F portfolio, value $18,897,000.

    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 386,077 shares
    Change vs previous 13F +24,745 shares

    0.08% of the 13F portfolio, value $19,122,000.

    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 361,332 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $17,622,000.

    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).