CWM, LLC

SEC CIK: 0001535847
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

MMD holding history

NYLI MacKay DefinedTerm Muni Opportunities Fund 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.

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

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 4; Since Q3 2022

Holdings of MMD by CWM, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−377−100.0%	Sold out	Holders
Q2 2023	377	$6.00K	<0.1%	+5+1.3%	Added	Holders
Q1 2023	372	$6.00K	<0.1%	+5+1.4%	Added	Holders
Q4 2022	367	$6.00K	<0.1%	+249+211.0%	Added	Holders
Q3 2022	118	$2.00K	<0.1%	+118	New	Holders