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CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

REFI holding history

Chicago Atlantic Real Estate Finance, 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.

REFI overviewAll 13F holders of REFIFull Q1 2026 holdings

Shares (Q1 2026)
738
Value
$8.35K
% of portfolio
<0.1%
Quarters held
11
Since Q3 2022
Holdings of REFI by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026738$8.35K<0.1%−427−36.7%ReducedHolders
Q4 20251,165$14.0K<0.1%−995−46.1%ReducedHolders
Q3 20252,160$28.0K<0.1%+955+79.3%AddedHolders
Q2 20251,205$17.0K<0.1%+993+468.4%AddedHolders
Q1 2025212$3.00K<0.1%+35+19.8%AddedHolders
Q4 2024177$3.00K<0.1%−13−6.8%ReducedHolders
Q3 2024190$3.00K<0.1%+149+363.4%AddedHolders
Q2 202441$1.00K<0.1%−293−87.7%ReducedHolders
Q1 2024334$5.00K<0.1%+334NewHolders
Q1 20230$00.0%−206−100.0%Sold outHolders
Q4 2022206$3.00K<0.1%00.0%UnchangedHolders
Q3 2022206$3.00K<0.1%+206NewHolders