GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in PCN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $657,395 | 51,520 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $719,442 | 53,770 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $710,259 | 55,970 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $837,700 | 61,370 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $858,477 | 63,970 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $951,723 | 67,070 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $897,883 | 67,970 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $955,142 | 68,371 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $1,088,083 | 87,678 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $949,320 | 78,005 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $1,006,244 | 76,754 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $898,942 | 71,686 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $817,661 | 69,001 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $793,587 | 67,026 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $756,874 | 59,832 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $939,567 | 59,693 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $940,314 | 54,957 | Shares | Sole | 2022-02-17 |