CWM, LLC

Position in TPVG — TriplePoint Venture Growth BDC Corp.

CIK 1535847 OMAHA, NE

Position in TPVG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,223

-$884 QoQ

Shares Held

646

+2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $147,406,385 across 276 Asset Management names. TPVG ranks #233 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	161,324	$14,541,745
2	AMP	Ameriprise Financial Inc	31,625	$14,054,150
3	BLK	BlackRock, Inc.	13,303	$12,793,628
4	KKR	KKR & Co. Inc.	121,243	$11,214,977
5	BX	Blackstone Inc.	89,727	$10,317,707
6	NTRS	Northern Trust Corp	66,054	$9,219,156
7	IVZ	Invesco Ltd.	296,702	$7,206,891
8	PFG	Principal Financial Group Inc	46,458	$4,186,330

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,223	646	+2.9%	Shares	Sole	2026-05-14
2025-12-31	$4,107	628	+64.8%	Shares	Sole	2026-01-26
2025-09-30	$2,198	381	-61.1%	Shares	Sole	2025-10-15
2025-06-30	$6,862	979	+10.7%	Shares	Sole	2025-07-25
2025-03-31	$6,170	884	+1.6%	Shares	Sole	2025-05-01
2024-12-31	$6,420	870	+1.5%	Shares	Sole	2025-02-04
2024-09-30	$6,050	857	-32.3%	Shares	Sole	2024-10-08
2024-06-30	$10,165	1,266	+344.2%	Shares	Sole	2024-07-10
2024-03-31	$2,701	285	-87.5%	Shares	Sole	2024-04-05
2023-12-31	$24,706	2,275	+127.5%	Shares	Sole	2024-02-01
2023-09-30	$10,460	1,000	+25.0%	Shares	Sole	2023-10-11
2023-06-30	$9,424	800	-86.2%	Shares	Sole	2023-08-03
2023-03-31	$70,064	5,800	+1833.3%	Shares	Sole	2023-05-01
2022-12-31	$3,129	300	0.0%	Shares	Sole	2023-02-01
2022-09-30	$3,258	300	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.