GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in EDF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $634,152 | 127,596 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $674,806 | 133,625 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $774,483 | 153,363 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $959,203 | 189,566 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $915,578 | 194,804 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,150,939 | 219,645 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,260,125 | 239,113 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $1,372,966 | 253,783 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $1,191,309 | 276,406 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $594,229 | 134,441 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $730,353 | 161,941 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $755,379 | 165,291 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $722,762 | 173,741 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $669,886 | 181,541 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $813,740 | 184,941 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $1,237,049 | 189,441 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $1,241,617 | 186,429 | Shares | Sole | 2022-02-17 |
| 2021-03-31 | $91,466 | 10,863 | Shares | Sole | 2021-04-26 |
| 2020-12-31 | $87,773 | 10,863 | Shares | Sole | 2021-01-27 |
| 2020-09-30 | $70,392 | 10,863 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $76,584 | 10,863 | Shares | Sole | 2020-07-29 |
| 2020-03-31 | $80,712 | 10,863 | Shares | Sole | 2020-05-04 |