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Livermore
Livermore
ZHEN

CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

WAFD holding history

Wafd 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.

WAFD overviewAll 13F holders of WAFDFull Q1 2026 holdings

Shares (Q1 2026)
23,394
Value
$734.6K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WAFD by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202623,394$734.6K<0.1%−1,440−5.8%ReducedHolders
Q4 202524,834$795.0K<0.1%−1,809−6.8%ReducedHolders
Q3 202526,643$807.0K<0.1%+2,359+9.7%AddedHolders
Q2 202524,284$711.0K<0.1%−509−2.1%ReducedHolders
Q1 202524,793$709.0K<0.1%−1,954−7.3%ReducedHolders
Q4 202426,747$862.0K<0.1%−1,611−5.7%ReducedHolders
Q3 202428,358$988.0K<0.1%−1,271−4.3%ReducedHolders
Q2 202429,629$847.0K<0.1%−2,324−7.3%ReducedHolders
Q1 202431,953$928.0K<0.1%−1,734−5.1%ReducedHolders
Q4 202333,687$1.11M<0.1%−2,698−7.4%ReducedHolders
Q3 202336,385$932.0K<0.1%−1,339−3.5%ReducedHolders
Q2 202337,724$1.00M<0.1%−1,536−3.9%ReducedHolders
Q1 202339,260$1.18M<0.1%+391+1.0%AddedHolders
Q4 202238,869$1.30M<0.1%+163+0.4%AddedHolders
Q3 202238,706$1.16M<0.1%−1,098−2.8%ReducedHolders
Q2 202239,804$1.20M<0.1%−1,428−3.5%ReducedHolders
Q1 202241,232$1.35M<0.1%+41,013+18,727.4%AddedHolders
Q4 2021219$7.00K<0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202137$1.00K<0.1%00.0%UnchangedHolders
Q1 202137$1.00K<0.1%––Holders

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