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CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

FTF holding history

Franklin Ltd Duration Income Trust 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.

FTF overviewAll 13F holders of FTFFull Q1 2026 holdings

Shares (Q1 2026)
242
Value
$1.41K
% of portfolio
<0.1%
Quarters held
11
Since Q2 2022
Holdings of FTF by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026242$1.41K<0.1%00.0%UnchangedHolders
Q4 2025242$1.00K<0.1%00.0%UnchangedHolders
Q3 2025242$2.00K<0.1%00.0%UnchangedHolders
Q2 2025242$2.00K<0.1%00.0%UnchangedHolders
Q1 2025242$2.00K<0.1%00.0%UnchangedHolders
Q4 2024242$2.00K<0.1%00.0%UnchangedHolders
Q3 2024242$2.00K<0.1%+242NewHolders
Q3 20230$00.0%−59−100.0%Sold outHolders
Q2 202359$00.0%+59NewHolders
Q1 20230$00.0%−15−100.0%Sold outHolders
Q4 202215$00.0%−2−11.8%ReducedHolders
Q3 202217$00.0%+2+13.3%AddedHolders
Q2 202215$00.0%+15NewHolders