CWM, LLC
Holdings in TWFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $20,225 | 703 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $19,290 | 703 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $35,000 | 1,000 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $30,910 | 1,000 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $30,800 | 1,000 | Shares | Sole | 2025-02-04 |
| 2024-09-30 | $27,120 | 1,000 | Shares | Sole | 2024-10-08 |