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Equibles

CWM, LLC

Position in PDT — John Hancock Premium Dividend Fund

CIK 1535847 OMAHA, NE
Back to PDT Full portfolio

Position in PDT

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$38,802
+$1,096 QoQ
Shares Held
2,962
-0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PDT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

CWM, LLC holds $310,352,942 across 277 Asset Management names. PDT ranks #144 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 1,758,537 $144,963,130
2 STT
State Street Corp
 535,575 $28,511,727
3 TROW
Price T Rowe Group Inc
 161,324 $14,541,745
4 AMP
Ameriprise Financial Inc
 31,625 $14,054,150
5 BLK
BlackRock, Inc.
 14,626 $12,865,003
6 KKR
KKR & Co. Inc.
 121,243 $11,214,977
7 BX
Blackstone Inc.
 89,727 $10,317,707
8 NTRS
Northern Trust Corp
 66,054 $9,219,156

All Filings in PDT

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $38,802 2,962
2025-12-31 $37,706 2,969
2025-09-30 $39,513 2,962
2025-06-30 $39,009 2,962
2025-03-31 $38,742 2,962
2024-12-31 $52,348 4,109
2024-09-30 $39,157 2,962
2024-06-30 $34,892 2,962
2024-03-31 $34,507 2,962
2023-12-31 $31,545 2,962
2023-09-30 $28,494 2,962
2023-06-30 $34,892 2,962
2023-03-31 $36,699 2,962
2022-12-31 $38,328 2,962
2022-09-30 $40,105 2,962
2022-06-30 $63,202 4,508
2022-03-31 $48,606 2,962
2021-12-31 $49,495 2,962
2021-06-30 $50,176 2,962
2021-03-31 $44,222 2,962
2020-12-31 $41,971 2,962
2020-09-30 $36,876 2,962
2020-06-30 $39,394 2,962
2020-03-31 $36,106 2,962