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Livermore
Livermore
ZHEN

CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q1 2026 holdings

Shares (Q1 2026)
241,668
Value
$12.6M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of USB by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026241,668$12.6M<0.1%+12,448+5.4%AddedHolders
Q4 2025229,220$12.2M<0.1%+40,131+21.2%AddedHolders
Q3 2025189,089$9.14M<0.1%+5,418+2.9%AddedHolders
Q2 2025183,671$8.31M<0.1%+17,308+10.4%AddedHolders
Q1 2025166,363$7.02M<0.1%−3,223−1.9%ReducedHolders
Q4 2024169,586$8.11M<0.1%+14,396+9.3%AddedHolders
Q3 2024155,190$7.10M<0.1%−3,859−2.4%ReducedHolders
Q2 2024159,049$6.31M<0.1%+12,570+8.6%AddedHolders
Q1 2024146,479$6.55M<0.1%−4,373−2.9%ReducedHolders
Q4 2023150,852$6.53M<0.1%+39,067+34.9%AddedHolders
Q3 2023111,785$3.70M<0.1%+60,135+116.4%AddedHolders
Q2 202351,650$1.71M<0.1%+2,071+4.2%AddedHolders
Q1 202349,579$1.79M<0.1%+10,447+26.7%AddedHolders
Q4 202239,132$1.71M<0.1%−25,968−39.9%ReducedHolders
Q3 202265,100$2.63M<0.1%−1,285−1.9%ReducedHolders
Q2 202266,385$3.06M<0.1%−531,372−88.9%ReducedHolders
Q1 2022597,757$31.8M0.2%+1,488+0.2%AddedHolders
Q4 2021596,269$33.5M0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 2021608,234$34.7M0.3%00.0%UnchangedHolders
Q1 2021608,234$34.7M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.