CWM, LLC

SEC CIK: 0001535847
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

V holding history

Visa 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.

V overview All 13F holders of V Full Q1 2026 holdings

Shares (Q1 2026): 269,729
Value: $81.5M
% of portfolio: 0.2%
Quarters held: 20; Since Q1 2021

Holdings of V by CWM, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	269,729	$81.5M	0.2%	+14,358+5.6%	Added	Holders
Q4 2025	255,371	$89.6M	0.2%	+19,332+8.2%	Added	Holders
Q3 2025	236,039	$80.6M	0.2%	+18,192+8.4%	Added	Holders
Q2 2025	217,847	$77.3M	0.3%	−19,984−8.4%	Reduced	Holders
Q1 2025	237,831	$83.3M	0.3%	+2,934+1.2%	Added	Holders
Q4 2024	234,897	$74.2M	0.3%	+11,733+5.3%	Added	Holders
Q3 2024	223,164	$61.4M	0.3%	+240.0%	Added	Holders
Q2 2024	223,140	$58.6M	0.3%	+34,543+18.3%	Added	Holders
Q1 2024	188,597	$52.6M	0.3%	+4,303+2.3%	Added	Holders
Q4 2023	184,294	$48.0M	0.3%	−450−0.2%	Reduced	Holders
Q3 2023	184,744	$42.5M	0.3%	−4,251−2.2%	Reduced	Holders
Q2 2023	188,995	$44.9M	0.3%	−7,204−3.7%	Reduced	Holders
Q1 2023	196,199	$44.2M	0.3%	+4,713+2.5%	Added	Holders
Q4 2022	191,486	$39.8M	0.3%	+13,283+7.5%	Added	Holders
Q3 2022	178,203	$31.7M	0.3%	+6,566+3.8%	Added	Holders
Q2 2022	171,637	$33.8M	0.3%	+9,345+5.8%	Added	Holders
Q1 2022	162,292	$36.0M	0.3%	−110,734−40.6%	Reduced	Holders
Q4 2021	273,026	$59.2M	0.4%	–	No prior filing	Holders
Q3 2021	–	–	–	–	Not filed	Holders
Q2 2021	215,120	$50.3M	0.4%	00.0%	Unchanged	Holders
Q1 2021	215,120	$50.3M	0.4%	–	–	Holders

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