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CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

SFST holding history

Southern First Bancshares 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.

SFST overviewAll 13F holders of SFSTFull Q1 2026 holdings

Shares (Q1 2026)
1,948
Value
$106.2K
% of portfolio
<0.1%
Quarters held
15
Since Q1 2022
Holdings of SFST by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20261,948$106.2K<0.1%+53+2.8%AddedHolders
Q4 20251,895$98.0K<0.1%+181+10.6%AddedHolders
Q3 20251,714$76.0K<0.1%+903+111.3%AddedHolders
Q2 2025811$31.0K<0.1%+202+33.2%AddedHolders
Q1 2025609$20.0K<0.1%+285+88.0%AddedHolders
Q4 2024324$13.0K<0.1%+27+9.1%AddedHolders
Q3 2024297$10.0K<0.1%+92+44.9%AddedHolders
Q2 2024205$6.00K<0.1%+162+376.7%AddedHolders
Q1 202443$1.00K<0.1%+2+4.9%AddedHolders
Q4 202341$2.00K<0.1%00.0%UnchangedHolders
Q3 202341$1.00K<0.1%+41NewHolders
Q1 20230$00.0%−76−100.0%Sold outHolders
Q4 202276$3.00K<0.1%00.0%UnchangedHolders
Q3 202276$3.00K<0.1%−14−15.6%ReducedHolders
Q2 202290$4.00K<0.1%+87+2,900.0%AddedHolders
Q1 20223$00.0%+3NewHolders