CWM, LLC

SEC CIK: 0001535847
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

ML holding history

Moneylion 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.

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

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2024

Holdings of ML by CWM, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−585−100.0%	Sold out	Holders
Q1 2025	585	$51.0K	<0.1%	−49−7.7%	Reduced	Holders
Q4 2024	634	$55.0K	<0.1%	+83+15.1%	Added	Holders
Q3 2024	551	$23.0K	<0.1%	+551	New	Holders