CWM, LLC
Holdings in FORR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $44,270 | 5,452 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $89,517 | 8,445 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $42,015 | 4,244 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $10,330 | 1,118 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $8,038 | 513 | Shares | Sole | 2025-02-04 |
| 2024-09-30 | $16,569 | 920 | Shares | Sole | 2024-10-08 |
| 2024-06-30 | $10,077 | 590 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $12,332 | 572 | Shares | Sole | 2024-04-05 |
| 2023-12-31 | $4,209 | 157 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $3,323 | 115 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $3,345 | 115 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $485 | 15 | Shares | Sole | 2023-05-01 |
| 2022-12-31 | $2,252 | 63 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $2,124 | 59 | Shares | Sole | 2022-10-27 |