CWM, LLC

SEC CIK: 0001535847
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

BTRS holding history

BTRS Holdings Inc. in every 13F filed by CWM, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BTRS overview All 13F holders of BTRS Full Q1 2026 holdings

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of BTRS by CWM, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−1,021−100.0%	Sold out	Holders
Q3 2022	1,021	$9.00K	<0.1%	+26+2.6%	Added	Holders
Q2 2022	995	$5.00K	<0.1%	+945+1,890.0%	Added	Holders
Q1 2022	50	$0	0.0%	+50	New	Holders