CWM, LLC
CIK
0001535847
City
OMAHA
State / Country
NE
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $38,191 | 1,837 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $44,426 | 2,053 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $44,180 | 2,152 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $43,556 | 2,152 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $57,506 | 2,884 | Shares | Sole | 2025-02-04 |
| 2024-09-30 | $45,644 | 2,123 | Shares | Sole | 2024-10-08 |
| 2024-06-30 | $37,324 | 1,944 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $36,768 | 1,918 | Shares | Sole | 2024-04-05 |
| 2023-12-31 | $33,387 | 1,881 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $31,024 | 1,850 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $44,943 | 2,580 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $32,742 | 1,803 | Shares | Sole | 2023-05-01 |
| 2022-12-31 | $33,210 | 1,775 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $33,251 | 1,751 | Shares | Sole | 2022-10-27 |
| 2022-06-30 | $34,835 | 1,621 | Shares | Sole | 2022-07-28 |
| 2022-03-31 | $41,403 | 1,590 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $43,559 | 1,568 | Shares | Sole | 2022-01-31 |
| 2021-06-30 | $45,237 | 1,545 | Shares | Sole | 2021-07-29 |
| 2021-03-31 | $46,535 | 1,545 | Shares | Sole | 2021-09-15 |
| 2020-12-31 | $44,897 | 1,545 | Shares | Sole | 2021-09-15 |
| 2020-09-30 | $42,178 | 1,545 | Shares | Sole | 2021-09-15 |
| 2020-06-30 | $37,589 | 1,545 | Shares | Sole | 2021-09-15 |
| 2020-03-31 | $31,255 | 1,545 | Shares | Sole | 2021-09-15 |