Current Market Value 28,357,169
Current Holdings 5244
Most Recent File Date 2025-07-25
Total Filings on Record 57
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Cwm, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-25 2025-06-30 13F-HR 5244 28,357
2025-05-01 2025-03-31 13F-HR 5207 25,076
2025-02-04 2024-12-31 13F-HR 5113 24,095
2024-10-08 2024-09-30 13F-HR 5081 23,251
2024-07-10 2024-06-30 13F-HR 4964 21,213
2024-04-05 2024-03-31 13F-HR 4764 20,566
2024-02-01 2023-12-31 13F-HR 4376 18,602
2023-10-11 2023-09-30 13F-HR 4458 16,318
2023-08-03 2023-06-30 13F-HR 4419 16,182
2023-05-01 2023-03-31 13F-HR 4294 14,800
2023-02-01 2022-12-31 13F-HR 4245 13,577
2022-10-27 2022-09-30 13F-HR 4137 12,588,495
2022-07-28 2022-06-30 13F-HR 4038 12,908,219
2022-04-21 2022-03-31 13F-HR 3679 14,097,669
2022-01-31 2021-12-31 13F-HR 3742 14,204,226
2021-09-15 2021-06-30 13F-HR/A 1 R 3052 12,547,276
2021-07-29 2021-06-30 13F-HR 3052 12,547,276
2021-09-15 2021-03-31 13F-HR/A 1 R 3052 12,547,276
2021-04-27 2021-03-31 13F-HR 2890 11,369,326
2021-09-15 2020-12-31 13F-HR/A 1 R 3052 12,547,276
2021-01-27 2020-12-31 13F-HR 2714 10,670,144
2021-09-15 2020-09-30 13F-HR/A 1 R 3052 12,547,276
2020-10-19 2020-09-30 13F-HR 2751 8,994,737
2021-09-15 2020-06-30 13F-HR/A 1 R 3052 12,547,276
2020-07-22 2020-06-30 13F-HR 2680 8,430,886
2021-09-15 2020-03-31 13F-HR/A 1 R 3052 12,547,276
2020-04-28 2020-03-31 13F-HR 2706 6,716,227
2021-09-14 2019-12-31 13F-HR/A 1 R 3052 12,547,276
2020-01-27 2019-12-31 13F-HR 2562 7,826,872
2021-09-14 2019-09-30 13F-HR/A 1 R 3052 12,547,276
2019-10-22 2019-09-30 13F-HR 2276 6,869,596
2021-09-14 2019-06-30 13F-HR/A 1 R 3052 12,547,276
2019-07-31 2019-06-30 13F-HR 2267 6,045,829
2021-09-02 2019-03-31 13F-HR/A 1 R 3052 12,547,276
2019-04-22 2019-03-31 13F-HR 2200 4,985,680
2019-01-25 2018-12-31 13F-HR 2197 4,004,648
2018-10-29 2018-09-30 13F-HR 1941 3,917,083
2018-07-31 2018-06-30 13F-HR 1774 3,039,297
2018-04-26 2018-03-31 13F-HR 1477 2,516,518
2018-01-16 2017-12-31 13F-HR 1527 2,252,023
2017-10-16 2017-09-30 13F-HR 1562 2,115,106
2017-07-17 2017-06-30 13F-HR 1299 1,951,335
2017-04-17 2017-03-31 13F-HR 1256 1,768,619
2017-01-19 2016-12-31 13F-HR 1132 1,631,629
2016-10-17 2016-09-30 13F-HR 1044 1,448,734
2016-07-21 2016-06-30 13F-HR 866 1,371,083
2016-04-18 2016-03-31 13F-HR 780 1,138,794
2016-02-01 2015-12-31 13F-HR 683 1,023,441
2015-10-30 2015-09-30 13F-HR 679 993,350
2015-07-09 2015-06-30 13F-HR 186 1,042,305
2015-04-30 2015-03-31 13F-HR 182 987,546
2015-02-12 2014-12-31 13F-HR 172 823,934
2014-11-14 2014-09-30 13F-HR 181 688,697
2014-08-14 2014-06-30 13F-HR 179 558,859
2014-05-16 2014-03-31 13F-HR 139 733,629
2014-02-14 2013-12-31 13F-HR 654 641,024
2013-11-14 2013-09-30 13F-HR 449 381,151