GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in IQI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,014,298 | 403,042 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $1,404,639 | 142,603 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $1,047,539 | 111,678 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,086,531 | 112,245 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $894,597 | 90,730 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $625,637 | 59,927 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $369,966 | 37,295 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $225,892 | 23,336 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $317,947 | 33,433 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $108,507 | 12,933 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $130,331 | 13,633 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $136,057 | 13,633 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $126,538 | 13,433 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $119,931 | 13,136 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $149,433 | 14,636 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $362,446 | 31,990 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $426,590 | 31,390 | Shares | Sole | 2022-02-17 |