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CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

PRT holding history

PermRock Royalty 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.

PRT overviewAll 13F holders of PRTFull Q1 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2021
Holdings of PRT by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−2,398−100.0%Sold outHolders
Q3 20232,398$16.0K<0.1%+24+1.0%AddedHolders
Q2 20232,374$13.0K<0.1%+35+1.5%AddedHolders
Q1 20232,339$16.0K<0.1%+52+2.3%AddedHolders
Q4 20222,287$18.0K<0.1%+66+3.0%AddedHolders
Q3 20222,221$16.0K<0.1%+556+33.4%AddedHolders
Q2 20221,665$13.0K<0.1%+42+2.6%AddedHolders
Q1 20221,623$15.0K<0.1%+92+6.0%AddedHolders
Q4 20211,531$11.0K<0.1%–No prior filingHolders