CWM, LLC
- SEC CIK
- 0001535847
- Latest filing
- May 14, 2026
FISI holding history
Financial Institutions 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.
FISI overviewAll 13F holders of FISIFull Q1 2026 holdings
- Shares (Q1 2026)
- 9,379
- Value
- $297.4K
- % of portfolio
- <0.1%
- Quarters held
- 15
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 9,379 | $297.4K | <0.1% | +811+9.5% | Added | Holders |
| Q4 2025 | 8,568 | $267.0K | <0.1% | +34+0.4% | Added | Holders |
| Q3 2025 | 8,534 | $232.0K | <0.1% | +236+2.8% | Added | Holders |
| Q2 2025 | 8,298 | $213.0K | <0.1% | −924−10.0% | Reduced | Holders |
| Q1 2025 | 9,222 | $230.0K | <0.1% | +688+8.1% | Added | Holders |
| Q4 2024 | 8,534 | $233.0K | <0.1% | +362+4.4% | Added | Holders |
| Q3 2024 | 8,172 | $208.0K | <0.1% | +2,734+50.3% | Added | Holders |
| Q2 2024 | 5,438 | $105.0K | <0.1% | +3,266+150.4% | Added | Holders |
| Q1 2024 | 2,172 | $41.0K | <0.1% | +606+38.7% | Added | Holders |
| Q4 2023 | 1,566 | $33.0K | <0.1% | +1,032+193.3% | Added | Holders |
| Q3 2023 | 534 | $9.00K | <0.1% | +443+486.8% | Added | Holders |
| Q2 2023 | 91 | $1.00K | <0.1% | −110−54.7% | Reduced | Holders |
| Q1 2023 | 201 | $4.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 201 | $5.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 201 | $5.00K | <0.1% | +201 | New | Holders |