Security record · archived quarter
CWD
name pending profile ingest
2Tracked holders
—Δ holders
4.40KShares held
$19,537Reported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | +1 | 214.22K | $140,129 | +3 | −2 |
| Q1 2026 | 9 | -2 | 133.34K | $153,139 | +2 | −4 |
| Q4 2025 | 11 | +2 | 125.67K | $155,390 | +2 | — |
| Q3 2025 | 2 | — | 4.40K | $19,537 | — | — |
| Q1 2025 | 3 | 0 | 307.87K | $170,529 | — | — |
| Q4 2024 | 3 | 0 | 230.44K | $161,077 | — | — |
| Q3 2024 | 3 | +1 | 80.24K | $50,094 | +1 | — |
| Q2 2024 | 2 | — | 57.10K | $48,023 | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 2.63K | — | $11,678 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 2.63K | — | $11,678 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.77K | — | $7,859 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 15 holders, 209.23K shares, $240,414 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
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