GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in JRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $380,809 | 28,176 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $399,324 | 28,219 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $360,734 | 26,908 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $378,612 | 29,464 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $365,755 | 30,364 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $422,304 | 31,109 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $373,547 | 30,909 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $307,065 | 26,072 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $426,190 | 36,619 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $352,601 | 33,434 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $430,455 | 37,957 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $431,932 | 37,049 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $421,096 | 36,243 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $393,118 | 35,504 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $436,720 | 33,648 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $440,768 | 29,048 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $541,835 | 33,848 | Shares | Sole | 2022-02-17 |