GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in BOE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $250,430 | 21,386 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $267,972 | 23,161 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $168,740 | 14,867 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $189,148 | 17,433 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $268,969 | 24,974 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $350,884 | 31,162 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $401,843 | 37,874 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $365,608 | 34,953 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $411,432 | 41,475 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $330,097 | 35,005 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $374,523 | 37,192 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $346,477 | 34,892 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $431,643 | 45,151 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $339,114 | 38,492 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $348,183 | 35,638 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $364,611 | 32,238 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $296,436 | 24,338 | Shares | Sole | 2022-02-17 |