CWM, LLC
- SEC CIK
- 0001535847
- Latest filing
- May 14, 2026
EXFY holding history
Expensify, 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.
EXFY overviewAll 13F holders of EXFYFull Q1 2026 holdings
- Shares (Q1 2026)
- 41,096
- Value
- $35.8K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 41,096 | $35.8K | <0.1% | +31,124+312.1% | Added | Holders |
| Q4 2025 | 9,972 | $15.0K | <0.1% | −9,552−48.9% | Reduced | Holders |
| Q3 2025 | 19,524 | $36.0K | <0.1% | +19,524 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −215−100.0% | Sold out | Holders |
| Q2 2024 | 215 | $0 | 0.0% | −274−56.0% | Reduced | Holders |
| Q1 2024 | 489 | $1.00K | <0.1% | +475+3,392.9% | Added | Holders |
| Q4 2023 | 14 | $0 | 0.0% | −53−79.1% | Reduced | Holders |
| Q3 2023 | 67 | $0 | 0.0% | +67 | New | Holders |