ROMO STRATEGY SHS

Ownership history in CWM, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which CWM, LLC reported a position in STRATEGY SHS (ROMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2022 Q3)
Avg. % of fund
0.03%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 3,153 0% 0.00% $100K $31.76
2025 Q3 REDUCED 3,153 -1,005 -24.2% 0.00% $106K $30.90
2025 Q2 REDUCED 4,158 -226,769 -98.2% 0.00% $133K $29.43
2025 Q1 ADDED 230,927 +5,672 +2.5% 0.03% $7.0M $27.99
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ROMO price (monthly, adj. close)
← Back to CWM, LLC Holdings