GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $693,076 | 33,337 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $751,189 | 34,713 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $735,384 | 35,820 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $703,785 | 34,772 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $696,743 | 34,942 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $827,298 | 38,479 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $778,252 | 40,534 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $793,714 | 41,404 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $790,780 | 44,551 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $565,115 | 33,698 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $278,720 | 16,000 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $261,504 | 14,400 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $187,100 | 10,000 | Shares | Sole | 2023-02-14 |
| 2021-12-31 | $246,269 | 8,865 | Shares | Sole | 2022-02-17 |