GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $124,191 | 5,249 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $418,574 | 16,878 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $392,998 | 16,802 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $399,894 | 16,711 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $392,308 | 17,816 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $419,283 | 18,057 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $307,212 | 15,201 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $283,261 | 14,408 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $285,536 | 15,052 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $322,699 | 18,170 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $326,808 | 16,020 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $26,543 | 1,245 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $72,329 | 3,164 | Shares | Sole | 2023-02-14 |