GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in NEA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,706,254 | 232,696 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $2,423,883 | 212,808 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $2,290,164 | 209,722 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,895,880 | 169,275 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,840,467 | 163,162 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $2,053,489 | 171,553 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,711,963 | 149,386 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $1,707,702 | 154,264 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $1,700,732 | 154,612 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $1,155,095 | 119,328 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $1,313,600 | 120,183 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,373,664 | 123,531 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,431,494 | 125,901 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $1,261,294 | 118,990 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,561,833 | 132,922 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $1,914,931 | 145,733 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $2,225,730 | 142,675 | Shares | Sole | 2022-02-17 |
| 2021-09-30 | $196,209 | 12,917 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $158,224 | 10,078 | Shares | Sole | 2021-07-22 |
| 2020-12-31 | $178,633 | 11,830 | Shares | Sole | 2021-01-27 |
| 2020-09-30 | $174,661 | 12,180 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $175,209 | 12,605 | Shares | Sole | 2020-07-29 |
| 2020-03-31 | $249,379 | 18,418 | Shares | Sole | 2020-05-04 |