GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in IDE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $304,621 | 24,766 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $297,658 | 24,539 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $384,063 | 32,854 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $450,803 | 42,609 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $431,009 | 42,464 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $558,128 | 49,131 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $524,052 | 51,227 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $498,143 | 47,352 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $571,199 | 56,110 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $371,259 | 39,370 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $374,527 | 37,946 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $370,521 | 38,396 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $411,934 | 44,922 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $351,787 | 39,795 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $376,135 | 38,499 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $417,051 | 35,860 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $333,710 | 27,625 | Shares | Sole | 2022-02-17 |