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CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

MMI holding history

Marcus & Millichap, 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.

MMI overviewAll 13F holders of MMIFull Q1 2026 holdings

Shares (Q1 2026)
9,116
Value
$242.4K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2022
Holdings of MMI by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20269,116$242.4K<0.1%+6,859+303.9%AddedHolders
Q4 20252,257$62.0K<0.1%−1,004−30.8%ReducedHolders
Q3 20253,261$96.0K<0.1%+2,445+299.6%AddedHolders
Q2 2025816$25.0K<0.1%+277+51.4%AddedHolders
Q1 2025539$19.0K<0.1%+279+107.3%AddedHolders
Q4 2024260$10.0K<0.1%+134+106.3%AddedHolders
Q3 2024126$5.00K<0.1%+104+472.7%AddedHolders
Q2 202422$1.00K<0.1%−2−8.3%ReducedHolders
Q1 202424$1.00K<0.1%+11+84.6%AddedHolders
Q4 202313$1.00K<0.1%−9−40.9%ReducedHolders
Q3 202322$1.00K<0.1%00.0%UnchangedHolders
Q2 202322$1.00K<0.1%−81−78.6%ReducedHolders
Q1 2023103$3.00K<0.1%+94+1,044.4%AddedHolders
Q4 20229$00.0%−11−55.0%ReducedHolders
Q3 202220$1.00K<0.1%+20NewHolders
Q2 20220$00.0%−115−100.0%Sold outHolders
Q1 2022115$6.00K<0.1%+115NewHolders