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CWM, LLC: YOU position timeline

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

CWM, LLC held 28,399 YOU 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 28,399 shares
    Change vs previous 13F -2,779 shares

    <0.01% of the 13F portfolio, value $1,374,817.

    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 31,178 shares
    Change vs previous 13F +12,272 shares

    <0.01% of the 13F portfolio, value $1,094,000.

    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 18,906 shares
    Change vs previous 13F +2,290 shares

    <0.01% of the 13F portfolio, value $631,000.

    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 16,616 shares
    Change vs previous 13F -2,891 shares

    <0.01% of the 13F portfolio, value $461,000.

    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 19,507 shares
    Change vs previous 13F +5,664 shares

    <0.01% of the 13F portfolio, value $505,000.

    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 13,843 shares
    Change vs previous 13F +1,007 shares

    <0.01% of the 13F portfolio, value $369,000.

    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 12,836 shares
    Change vs previous 13F +5,584 shares

    <0.01% of the 13F portfolio, value $425,000.

    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 7,252 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $136,000.

    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).