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Disclosery

CWM, LLC: XTWO position timeline

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

CWM, LLC held 9,179 XTWO 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 9,179 shares
    Change vs previous 13F +464 shares

    <0.01% of the 13F portfolio, value $452,467.

    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 8,715 shares
    Change vs previous 13F -690 shares

    <0.01% of the 13F portfolio, value $431,000.

    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 9,405 shares
    Change vs previous 13F +651 shares

    <0.01% of the 13F portfolio, value $466,000.

    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 8,754 shares
    Change vs previous 13F -34,865 shares

    <0.01% of the 13F portfolio, value $434,000.

    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 43,619 shares
    Change vs previous 13F -14,387 shares

    0.01% of the 13F portfolio, value $2,158,000.

    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 58,006 shares
    Change vs previous 13F -1,747 shares

    0.01% of the 13F portfolio, value $2,847,000.

    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 59,753 shares
    Change vs previous 13F +13,729 shares

    0.01% of the 13F portfolio, value $2,980,000.

    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 46,024 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,254,000.

    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).