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Disclosery

CWM, LLC: ZION position timeline

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

CWM, LLC held 39,822 ZION 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 39,822 shares
    Change vs previous 13F +3,193 shares

    0.01% of the 13F portfolio, value $2,294,557.

    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 36,629 shares
    Change vs previous 13F -10,147 shares

    0.01% of the 13F portfolio, value $2,144,000.

    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 46,776 shares
    Change vs previous 13F +4,897 shares

    0.01% of the 13F portfolio, value $2,647,000.

    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 41,879 shares
    Change vs previous 13F -21,201 shares

    0.01% of the 13F portfolio, value $2,175,000.

    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 63,080 shares
    Change vs previous 13F +30,351 shares

    0.01% of the 13F portfolio, value $3,145,000.

    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 32,729 shares
    Change vs previous 13F +226 shares

    0.01% of the 13F portfolio, value $1,776,000.

    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 32,503 shares
    Change vs previous 13F +12,399 shares

    0.01% of the 13F portfolio, value $1,535,000.

    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 20,104 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $872,000.

    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).