GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $141,442 | 16,919 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $105,006 | 12,682 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $242,503 | 29,865 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $168,199 | 23,000 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $268,267 | 31,730 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $148,687 | 19,670 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $168,466 | 22,229 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $162,916 | 22,011 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $49,728 | 7,027 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $68,424 | 8,636 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $78,562 | 9,525 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $83,243 | 10,857 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $77,094 | 10,628 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $87,479 | 10,371 | Shares | Sole | 2022-11-14 |
| 2022-03-31 | $254,618 | 18,360 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $241,918 | 17,200 | Shares | Sole | 2022-02-17 |
| 2021-09-30 | $219,955 | 17,459 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $199,244 | 17,436 | Shares | Sole | 2021-07-22 |