CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
CHPT holding history
ChargePoint Holdings, Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CHPT overviewAll 13F holders of CHPTFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −28,046−100.0% | Sold outConverted for a 1-for-20 split | Holders |
| Q2 2025 | 560,917 | $394.5K | <0.1% | −7,450−1.3% | Reduced | Holders |
| Q1 2025 | 568,367 | $343.9K | <0.1% | +192,507+51.2% | Added | Holders |
| Q4 2024 | 375,860 | $402.2K | <0.1% | +75,362+25.1% | Added | Holders |
| Q3 2024 | 300,498 | $411.7K | <0.1% | +300,498 | New | Holders |