CWM, LLC
CIK
0001535847
City
OMAHA
State / Country
NE
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,830 | 500 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $12,400 | 500 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $11,695 | 500 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $11,965 | 500 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $26,203 | 1,190 | Shares | Sole | 2025-02-04 |
| 2024-09-30 | $11,610 | 500 | Shares | Sole | 2024-10-08 |
| 2024-06-30 | $10,105 | 500 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $9,830 | 500 | Shares | Sole | 2024-04-05 |
| 2023-12-31 | $12,140 | 640 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $2,486 | 140 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $2,856 | 140 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $40,550 | 1,902 | Shares | Sole | 2023-05-01 |
| 2022-12-31 | $40,279 | 1,762 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $36,931 | 1,762 | Shares | Sole | 2022-10-27 |
| 2022-06-30 | $18,084 | 788 | Shares | Sole | 2022-07-28 |
| 2021-12-31 | $5,831 | 223 | Shares | Sole | 2022-01-31 |
| 2021-06-30 | $5,552 | 223 | Shares | Sole | 2021-07-29 |
| 2021-03-31 | $5,238 | 223 | Shares | Sole | 2021-09-15 |
| 2020-12-31 | $4,691 | 223 | Shares | Sole | 2021-09-15 |
| 2020-09-30 | $4,257 | 223 | Shares | Sole | 2021-09-15 |
| 2020-06-30 | $4,294 | 223 | Shares | Sole | 2021-09-15 |
| 2020-03-31 | $3,922 | 223 | Shares | Sole | 2021-09-15 |