Managers / Q4 2020 · view latest →
CWM, LLC
CIK 0001535847 · 14600 BRANCH ST., OMAHA, NE, 68154 · 888-321-0808
Reported Value
$10.7B
Q4 2020
Positions
2,797
Filings on Record
39
2019–present window
Filed
Jan 27, 2021
original filing
Summary
Cwm, Llc reported $10.7B in U.S.-listed holdings across 2,797 positions for Q4 2020.
Its largest position, IVV, represents 6.7% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $38.1B | 5,738 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $37M | 5,622 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $33M | 5,526 | Oct 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $28M | 5,277 | Jul 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $25M | 5,238 | May 1, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $24M | 5,134 | Feb 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $23M | 5,119 | Oct 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $21M | 4,996 | Jul 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $21M | 4,792 | Apr 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $19M | 4,402 | Feb 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $16M | 4,492 | Oct 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $16M | 4,449 | Aug 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $15M | 4,326 | May 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $13.6B | 4,287 | Feb 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $12.6B | 4,193 | Oct 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $12.9B | 4,083 | Jul 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $14.1B | 3,718 | Apr 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $14.2B | 3,782 | Jan 31, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $12.5B | 3,136 | Sep 15, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2021 | $12.5B | 3,136 | Jul 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $11.4B | 2,974 | Apr 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $10.7B | 2,797 | Jan 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $9.0B | 2,869 | Oct 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $8.4B | 2,776 | Jul 22, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $6.7B | 2,795 | Apr 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $7.8B | 2,637 | Jan 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $6.9B | 2,338 | Oct 22, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $6.0B | 2,310 | Jul 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $5.0B | 2,233 | Apr 22, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $4.0B | 2,216 | Jan 25, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.