GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in KYN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,390,404 | 193,086 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $1,264,065 | 102,188 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $1,225,572 | 96,350 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $67,626 | 5,271 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $63,550 | 5,000 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $55,000 | 5,000 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $51,650 | 5,000 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $105,105 | 10,500 | Shares | Sole | 2024-05-14 |
| 2022-06-30 | $594,686 | 70,965 | Shares | Sole | 2022-08-09 |