GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in BGB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $758,502 | 64,389 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $766,576 | 62,989 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $768,274 | 63,389 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $763,323 | 63,189 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $687,130 | 56,184 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $694,650 | 56,384 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $678,728 | 57,084 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $932,769 | 78,384 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $935,982 | 82,684 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $610,868 | 55,584 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $746,344 | 68,284 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $691,994 | 64,976 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $711,663 | 67,265 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $749,999 | 70,555 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $784,748 | 70,255 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $906,387 | 69,455 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $997,652 | 73,955 | Shares | Sole | 2022-02-17 |