Current Market Value 1,061,816,000
Current Holdings 333
Most Recent File Date 2022-11-14
Total Filings on Record 48
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Cpwm, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2022-11-14 2022-09-30 13F-HR 333 1,061,816
2022-08-12 2022-06-30 13F-HR 373 1,121,696
2022-05-13 2022-03-31 13F-HR 344 1,397,306
2022-02-14 2021-12-31 13F-HR 349 1,267,657
2021-11-12 2021-09-30 13F-HR 294 1,088,295
2021-08-13 2021-06-30 13F-HR 304 1,331,323
2021-05-14 2021-03-31 13F-HR 332 1,161,492
2021-02-12 2020-12-31 13F-HR 308 1,098,134
2020-11-13 2020-09-30 13F-HR 273 951,744
2020-08-13 2020-06-30 13F-HR 260 879,339
2020-05-11 2020-03-31 13F-HR 228 684,517
2020-02-12 2019-12-31 13F-HR 268 820,103
2019-11-13 2019-09-30 13F-HR 276 762,304
2019-08-02 2019-06-30 13F-HR 272 716,106
2019-05-06 2019-03-31 13F-HR 278 697,042
2019-02-08 2018-12-31 13F-HR 252 609,771
2018-11-13 2018-09-30 13F-HR 297 702,751
2018-12-21 2018-06-30 13F-HR/A 1 R 292 658,816
2018-08-09 2018-06-30 13F-HR 195 392,695
2018-12-21 2018-03-31 13F-HR/A 1 R 272 641,477
2018-05-15 2018-03-31 13F-HR 168 357,200
2018-02-02 2017-12-31 13F-HR 235 433,229
2017-11-14 2017-09-30 13F-HR 239 425,380
2017-08-14 2017-06-30 13F-HR 263 438,495
2017-06-19 2017-03-31 13F-HR/A 1 R 254 440,047
2017-05-12 2017-03-31 13F-HR 236 436,469
2017-06-19 2016-12-31 13F-HR/A 1 R 254 443,415
2017-02-13 2016-12-31 13F-HR 254 443,417,095
2017-06-09 2016-09-30 13F-HR 276 454,342
2017-06-09 2016-06-30 13F-HR 279 448,115
2017-06-09 2016-03-31 13F-HR 280 456,805
2017-06-09 2015-12-31 13F-HR 282 502,929
2017-06-09 2015-09-30 13F-HR 272 456,504
2017-06-09 2015-06-30 13F-HR 221 418,404
2017-06-09 2015-03-31 13F-HR 162 356,551
2017-06-09 2014-12-31 13F-HR 172 349,871
2017-06-09 2014-09-30 13F-HR 143 273,744
2017-06-09 2014-06-30 13F-HR 137 277,625
2017-06-09 2014-03-31 13F-HR 127 259,210
2017-06-09 2013-12-31 13F-HR 121 259,294
2017-06-09 2013-09-30 13F-HR 117 243,779
2017-06-09 2013-06-30 13F-HR 117 243,779
2017-06-09 2013-03-31 13F-HR 114 237,897
2017-06-09 2012-12-31 13F-HR 119 225,155
2017-06-09 2012-09-30 13F-HR 120 228,748
2017-06-09 2012-06-30 13F-HR 120 226,103
2017-06-09 2012-03-31 13F-HR 116 223,686
2017-06-09 2011-12-31 13F-HR 125 167,922