CWM, LLC
- SEC CIK
- 0001535847
- Latest filing
- May 14, 2026
OPFI holding history
OppFi 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.
OPFI overviewAll 13F holders of OPFIFull Q1 2026 holdings
- Shares (Q1 2026)
- 528
- Value
- $4.07K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 528 | $4.07K | <0.1% | +161+43.9% | Added | Holders |
| Q4 2025 | 367 | $4.00K | <0.1% | +18+5.2% | Added | Holders |
| Q3 2025 | 349 | $4.00K | <0.1% | +8+2.3% | Added | Holders |
| Q2 2025 | 341 | $5.00K | <0.1% | −35−9.3% | Reduced | Holders |
| Q1 2025 | 376 | $3.00K | <0.1% | +136+56.7% | Added | Holders |
| Q4 2024 | 240 | $2.00K | <0.1% | +41+20.6% | Added | Holders |
| Q3 2024 | 199 | $1.00K | <0.1% | +82+70.1% | Added | Holders |
| Q2 2024 | 117 | $0 | 0.0% | +117 | New | Holders |