GWM Advisors LLC
Holdings in KB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,607,657 | 18,685 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $1,651,152 | 19,915 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $1,003,798 | 12,154 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $652,783 | 12,064 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $727,580 | 12,787 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $625,959 | 10,137 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $332,527 | 5,874 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $19,734 | 379 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $9,142 | 221 | Shares | Sole | 2024-02-13 |
| 2022-12-31 | $695 | 18 | Shares | Sole | 2023-02-14 |